When your focus shifts from financial security planning to accumulating wealth, Pyramid Wealth Management Inc. will help you achieve the lifestyle and flexibility you desire.

We'll consider the following when helping you build your wealth:

For the individual and businesses:

Investment diversification:

  • Segregated fund policies are long-term investments that offer capital guarantees. Since they are only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds. Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.
  • Mutual funds are diverse and flexible investments in a wide range of interests, with many risk levels. 
  • Guaranteed interest options (GIOs) provide a low-risk, fixed rate of return.
  • Payout annuities can provide an income for life. You could generate income from your investments to protect you now and in the future.
  • If you're aged 50 or older, chances are you are thinking of retiring, or have already retired. Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can help supplement your retirement income, and help you leave a tax-free legacy.

Contact us to schedule a meeting.

Freedom 55 / Quadrus