
THE STRENGTH AND THE INSTINCT
Flexible, attuned to your environment and extremely resourceful. Well known qualities of Canadians, and characteristic of the New Canadian Plan—a financial advisory plan at the service of new Canadian investors. Whether you choose either of the Federal or Quebec Immigrant Investor Programs, the New Canadian Plan and our exclusive team of experts are there for you. Easing the way, protecting everything you’ve worked for, ensuring your new future.
SAFEGUARDING YOUR PORTFOLIO
Ensuring secure asset management , all while promoting healthy growth is a complex strategy, especially for new arrivals in a new country. However, a truly successful strategy starts with something very simple—you. Your needs and objectives are paramount. The best way to ensure they are met is through a personalized investment management approach—a customized strategy resulting from careful analysis of each individual portfolio. This is how long term growth balanced with prudent income considerations is achieved.
EXPERT ADVICE ; COMPREHENSIVE SERVICES
As a member of the New Canadian Plan, you’ll have constant access to a wide range of advanced financial products and services, including cash management and short term fixed income investments; retirement and educational savings plans (RRSPs, RRIFs, RESPs, Life Income Funds); and tax planning, as well as financial and estate planning.
The New Canadian Plan has been specifically structured to meet your needs as a new immigrant to Canada.
Our professionals are experts in immigration and, therefore, designed The New Canadian Plan with the care and caution that is expected by you for your immigration process. Whether you choose the Federal Immigration Investor Program or the Quebec Program, The New Canadian Plan and our exclusive team of experts are there to guide you, every step of the way.
As a member of The New Canadian Plan, you will be able to take advantage of:
• Our financing structure - at the lowest cost on the market
• A team of professionals and staff dedicated solely to our New Canadian Plan clients
• A Boutique approach to customer service – personalized and individual
• Our dedicated analysis and review in determining your needs
• Diversification of your financial services
• Product and service choices from our client alliances
We have structured our program based on these four important concepts to meet your needs:
1. SERVICE: Our commitment is to provide first class service to you in order to make your
immigration to Canada a worry free process. Our staff know that your decision to immigrate to Canada is a significant change for you and your family and, as such, we will assist you every step of the way.
2. LOW COST: We endeavour to continue to make the cost of our program the lowest on the market for similarly structured investor programs.
3. PARTNERSHIP: By being a Gold Leaf Member of the New Canadian Plan,you will be able to choose from a wide range of products and services at our exclusive Gold Leaf Member prices. Mortgages, insurance, and offshore structures are just a few of the
extra services we would be pleased to introduce to you.
4. FLEXIBILITY: We understand that you are unique and, therefore, have specific and particular needs for yourself, your family and your future. As such, we have structured our Personal Plan Program in order to be the most innovative, flexible and thorough in meeting your financing requirements.