Investment & Savings Plans

Your investment plan can dramatically impact the effectiveness of your personal savings. Without the ideal investment options, your saving efforts could be falling short. The right style of investments can lead to a serious boost in your financial and retirement savings. Your investments have the potential to help you reach the financial future of your dreams!

There are various saving platform and investment funds that can help your reach your financial goals. Let a trusted advisors help ensure that your investment and saving needs are perfectly suited with the ideal plan to fulfill them. At Puhl employee Befits we have the experience to make sure your invest plan is made perfectly to meet your personal or group savings goals. Call or email Puhl Employee Benefits to book an investment and saving advisement consultation today!


Investment & Saving Options 

Your personal budgets, occupation, and saving goals will dictate the ideal investment platform to meet your needs. In meeting with a professional advisor the ideal platform for your investments can be designed. Some of the more common investment options for personal and group savings are:


Mutual Funds

A group of individuals pool a portion of their finances and allow this pooled sum to be managed by a trusted advisor. Mutual funds have many long-term investment opportunities and are specifically built to meet your needs.


Segregated Funds 

Segregated funds are a more spread out version of mutual funds. These finds diversify the pool of investment funds to make them less susceptible to market declines.



A Registered Education Savings Plans (RESP) is an amount of money put saved to help your loved ones with their costs of education. These are ideal for helping family members pay for university or other educational purists.



A group or individual Registered Retirement Savings Plan (RRSP) is a savings account that is registered with the government. Prematurely withdraws from an RRSP can have tax implications. Contact us for individual or group RRSP plans.



A Registered retirement Income Fund (RRIF) works in conjunction with your RRSP. RRIFs work to pay out your RRSP savings so that it last for an optimum amount of time. RRIFs refers from RRSPs must take place before you turn 71.



A Tax-Free Savings Accounts (TFSA) is a form of savings account that allows you to make tax-free withdrawals when you need them.