Investment & Financial Planning

The present era is a new age of transformation. Everything has been transformed and has become complex. Your business is no exception, but neither is your personal finances. With Karshel, you can now enjoy benefits like having a tax-efficient account. Likewise, our clients have opened accounts specially restricted to secure their after-retirement life.

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Our segregated and mutual funds are specially designed based on our clients’ needs to help them save, invest, and multiply their wealth. Likewise, we help our clients create financial plans to set their goals, make important decisions, and help them meet their objectives. We help you in opening accounts including,

• Tax-Free Saving Account ( TFSA )

• Registered Education Saving Plan ( RRSP )

• Registered Retirement Saving Plan ( RRSP )

• Registered Disability Saving Plan ( RDSP )

And in getting you into the right financial institution that can multiply your investment at a faster pace.

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Contact us to get the financial advice and information about each of the accounts mentioned above.