SERVICES

Investment Planning

Having an investment plan is an essential part of your overall financial plan.

Investment planning matches your financial goals and objectives with investment resources including both non-registered and registered investments such as segregated funds, mutual funds, GIC’s, term investments and savings bonds. Investment plans often include savings vehicles such as RRSPs, TFSAs, RESPs, RRIFs, LIRAs, just to name a few.

Use of appropriate investment vehicles based on your financial objectives, time horizon, risk tolerance, diversification, liquidity and level of return is key.

As an independent brokerage we’re able to focus on investments that are an appropriate fit for our clients. We also tend to be fairly conservative, given our expertise in risk management. We recommend an annual review of your investment plan so that you can see how well your investments are doing and make any necessary adjustments required by changing economic markets or personal circumstances.

As a Certified Financial Planner with over 30 years of experience in the financial industry we understand that it takes a commitment to detail, service and ongoing education to keep up with the ever changing financial world and earn the trust of our valued clients.

Insurance Solutions:


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Annuities

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Life Income Funds

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Mutual Funds

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Segregated Funds

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RESPs

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RRIFs

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RRSPs

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TFSAs

Welker and Associates Trustees in Bankruptcy

For me, business is about the bottom line. I want my profits high, costs low and save tax whenever possible. With the help of Buss Financial Group, I now have a Health Care Spending Account making the most of my after tax dollars.

Medpoint Health Care Centre

Retaining good employees is important to me, but as a small business it’s sometimes difficult to compete with the large corporations when it comes to employee benefits. Tammy showed me options that made it possible. Thank you.

Dowler-Karn Limited

Our partnership with Buss Financial has spanned many years. They have been a great source of help & support to our employees and our organization. The great staff at Buss Financial have certainly made our job easier!

Lubnow Restorations

We’ve tried benefits in the past, but just couldn’t keep the cost under control. Tammy showed us how a Health Care Spending Account could change all that.

Forever Homes

Like many small business owners, I tossed around the idea of employee benefits for a long time, but found it costly and time consuming.  Tammy understood.  She’s been there too. The difference is that she specializes in small business benefits.  Tammy customized a plan that is both flexible and cost effective.