Solutions/Services – Artech Asset Advisory Services Inc

Investment Products

Mutual Funds
Labour Sponsored Funds
GICs and Term Deposits
Cash Deposit Instruments

The above investment products may be held in but not limited to the following types of accounts:

RRSP – Registered Retirement Savings Plans
RRIF – Registered Retirement Income Fund
TFSA – Tax Free Savings Accounts
Open – Taxable Investment Accounts
Corporate Investment Accounts
Spousal RRSP/Spousal RRIF
LIRA – Lock-in RRSPs / Locked in Retirement Accounts
LRIF/LIFs – Locked in Retirement Income Funds / Life Income Funds
RESP – Registered Education Savings Plans
** FHSA – First Home Savings Account – Effective April 1, 2023
In Trust Accounts
Private Wealth Management

*Mutual Funds, Labour Sponsored Funds, certain GICs, Term Deposits and Cash Deposit Instruments offered through ARTECH Asset Advisory Services Inc.
** New – Effective April 1, 2023

Planning Services

Financial Planning
Retirement Planning
Investment Planning
Estate Planning
Education Funding Planning

Other services that may be offered through the assistance of other professionals:

Cash Flow Management
Insurance Needs Analysis
Tax Planning

ARTECH is a full service mutual fund dealer. Our representatives endeavour to follow a “full service” planning perspective for all client needs which may include, but is not limited to:

Income needs
Investments
Taxation*
Retirement planning
Employee and personal benefits*
Estate planning*
Insurance needs*
Special needs*

* The services indicated may be conducted by your representative and are not in their capacity as an employee or agent of ARTECH Asset Advisory Services Inc.

More questions? Contact us!

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Artech Asset Advisory Services Inc | 209 – 3993 Henning Drive, Burnaby, BC V5C 6P7

Phone: 604 434 3863 | Fax: 604 434 3873 | Toll-Free: 888 434 3873

Located in Burnaby on the West Coast of Canada, Artech represents clientsthroughout the Greater Vancouver Regional District (GVRD)

DISCLAIMER

The information contained in this website is for general information purposes only. The information is provided by Artech Asset Advisory Services and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose.

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