Investment Management
Discover how our expert investment management can grow and protect your wealth.
Your Investments, Your Future
Start Planning for Your Future Today with Craven Financial Planning
We aim to help you begin your investment management journey as early as possible, but we’re here to assist you at any stage. Whether you’re just starting or have an established portfolio, we’re dedicated to helping you achieve your financial goals and secure your future.
Your Investments – Common Questions
- HOW DO I BEGIN INVESTING?
- WHAT INVESTMENT STRATEGIES ARE BEST FOR MY GOALS?
- HOW CAN I MAXIMIZE RETURNS WHILE MINIMIZING RISK?
Everyone has a unique vision for their financial future, and it’s natural to have questions about how to achieve it. Regardless of your current life stage or where you are in the investment process, we strive to alleviate your concerns and provide peace of mind. By helping you develop a comprehensive investment plan and a clear roadmap, we ensure you’re on track to grow and protect your wealth.
Investment management involves identifying your financial goals and assessing your current assets, then creating a strategic plan to grow and protect your wealth.
Start Planning for Your Financial Future
Effective investment management is essential for achieving your long-term financial goals. This process involves assessing your current assets, identifying your financial objectives, and developing a strategic plan to maximize returns while managing risks. By leveraging expert guidance and tailored strategies, you can grow and protect your wealth, ensuring a stable and prosperous future. At Craven Financial Planning, we're committed to providing the insights and support you need to navigate the complexities of investment management and secure your financial success.
TFSA CALCULATOR
Determine the amount you need to save in a Tax-Free Savings Account (TFSA) to achieve your financial goals. You’ll receive a detailed illustration of your savings growth and a comparison of potential returns between investing in a TFSA versus a non-registered account.
RRSP CALCULATOR
Calculate how much you need to save in your Registered Retirement Savings Plan (RRSP) to reach your retirement goals.
Get a clear illustration of your savings growth and see how your RRSP investments can build the foundation for a secure retirement.
FAQ for Investment Management
Investment management involves the professional handling of various securities and assets to meet specific financial goals. Craven Financial Planning offers tailored strategies to maximize returns and minimize risks.
Effective investment management ensures your assets are strategically allocated to grow your wealth and achieve your financial objectives. Craven Financial Planning provides expert guidance for optimal portfolio performance.
The right investment strategy depends on your financial goals, risk tolerance, and time horizon. Craven Financial Planning can help you identify and implement the best strategy for your needs.
Maximizing returns involves strategic asset allocation, regular portfolio reviews, and timely adjustments. Craven Financial Planning provides ongoing management to ensure your investments perform optimally.
Investment management involves market, credit, and liquidity risks. Craven Financial Planning helps you understand and mitigate these risks through informed decision-making and diversification.
Regular reviews, at least annually, are essential to ensure your portfolio aligns with your financial goals. Craven Financial Planning offers continuous monitoring and adjustments as needed.
Yes, effective investment management is crucial for building and preserving wealth for retirement. Craven Financial Planning integrates investment strategies with retirement goals to secure your financial future.
Investment Products
| TFSA | A tax-free savings plan for various financial goals. | Learn more |
| LIRA | Transfer your former employer’s pension savings into a LIRA. | Learn more |
| Non-registered Savings | A flexible plan for saving beyond RRSP and TFSA limits. | Learn more |
| RRIF | An RRSP extension to manage retirement income after age 71. | Learn more |
| LIF | Withdraw funds from a LIRA periodically for retirement. | Learn more |
| RRSP Loan | A loan option to continue contributing to your RRSP. | Learn more |
| RESP | Save for your child’s education with government grants. | Learn more |
| RRSP | A tax-advantaged retirement savings plan to reduce taxable income. | Learn more |
| PPI Management Inc. | Access a wide range of insurance products via PPI Management Inc. | Learn more about PPI Management Inc. |
Secure your financial future with tailored investment products from Craven Financial Planning. Our expert advisors will help you navigate the complexities of the market, offering personalized strategies to grow and protect your wealth. Take the first step towards achieving your financial goals—contact Craven Financial Planning today for a comprehensive investment consultation.