Wealth Management Services
Tailored To Your Future
You've worked hard to build your wealth—now it’s time to make it work for you. Whether you’re growing your assets or preparing for retirement, aligning your financial strategies with your life goals is essential.
As your priorities evolve, your investment approach should, too. A Financial Security Advisor can help you stay on course, ensuring your wealth supports both your short-term needs and long-term aspirations.
Meet Carol Adamakos
Mutual Fund Representative,
Financial Security Advisor
Carol provides personalized financial advice. She will take the time to understand your unique goals and craft a strategy that helps you achieve them. From evaluating your current portfolio to exploring new investment opportunities, Carol focuses on optimizing your financial potential.
Your Goals, Our Strategy
Whether you’re saving for a home, planning for your children’s education, or securing a comfortable retirement, Carol will tailor a wealth management solution to reflect your values and objectives. Her skills in tax-efficient strategies and diverse investment options ensures your money works smarter.
Protecting And Growing Your Wealth
As you approach key milestones, safeguarding your assets becomes a priority. Carol will monitor your portfolio, adjusting strategies to match your risk tolerance and seize opportunities in changing markets. Together, you will build a financial roadmap that balances security with the freedom to enjoy life’s milestones — in addition to achieving personal goals.
With Carol by your side, you can feel confident in your financial future, knowing your wealth is managed with care. Let’s create a strategy that brings your aspirations to life.
Contact us today to start your journey to financial success.
Insurance Solutions Designed For Your Peace Of Mind
Navigating the world of insurance can feel overwhelming—but it doesn’t have to be. At Assure-Cité, we simplify the process, helping you make informed decisions with confidence. As a trusted brokerage firm, we provide access to top insurance products from leading Canadian providers, including Canada Life, Blue Cross, Manulife, Ivari, Empire Life, Industrial Alliance, RBC Insurance, BMO Insurance, Beneva Inc, Equitable Life Insurance Company of Canada, Humania, CPP, Specialty Life Insurance Company, Sunlife, Foresters Life Financial.
At Assure-Cité, we know that successful investing starts with understanding your goals and risk tolerance. Carol Adamakos, Financial Security Advisor and Mutual Fund Representative, Mutual Funds offered through Investia Financial Services Inc., will work closely with you to develop a personalized investment strategy. Her skills ensure that your plan aligns with your values, needs, and tax considerations.
Maximizing Growth, Minimizing Risk
With Carol’s careful oversight, your investments will be strategically managed to maximize returns while minimizing risks. Her deep knowledge of financial services makes her a trusted advisor in your journey toward financial freedom.
Guaranteed Interest Options (GIOs)
Enjoy a secure, guaranteed rate of return, helping you grow your wealth steadily over the long term.
Segregated Funds (Seg Funds)
Ideal for self-employed individuals, these insured investments protect against creditors and guarantee your deposit at maturity or death.
Registered Retirement Savings Plans (RRSPs)
Save for retirement with RRSPs and benefit from tax-deferred growth until you withdraw funds.
Registered Retirement Income Funds (RRIFs)
Convert your RRSP into a regular income stream during retirement, providing stability and flexibility.
Life Income Funds (LIFs)
Turn locked-in pension funds or RRSPs into retirement income with a Life Income Fund, giving you financial security in your retirement years.
Locked-In Retirement Accounts (LIRAs)
Safeguard your pension assets by transferring them into a locked-in RRSP for future growth.
Registered Education Savings Plans (RESPs)
Save for your child’s post-secondary education while benefiting from government grants and tax incentives.
Annuities
Create a reliable retirement income with annuities, offering flexible payment options to match your needs.
Tax-Free Savings Accounts (TFSAs)
Grow your wealth tax-free, with no tax on investment income or withdrawals, offering flexibility and financial freedom.
Ready To Start Your Journey?
With a diverse range of investment and insurance options tailored to your unique goals, Assure-Cité is here to help you create a brighter future.
Secure your future today.
