• Schedule A Call
    647-274-9670

  • 55 Crockford Blvd,
    Scarborough, ON M1R 3B7

  • Our Working Hours
    Mon - Sat: 8 am - 6 pm

Investing With Policydirect

Investing With POLICYDIRECT

Our licensed financial services representatives are here to assist you in creating a complete investment portfolio to meet your investment goals.

Portfolio With POLICYDIRECT

We utilize the traditional investment tools along with the latest investment planning techniques to create investments that work for you.

Investing Made Easy

We offer the advice, solutions and resources you need to reach your goals. And we do it in a way that always puts you first.

Personal Investing Services

The world of investing can be complex, but it doesn't have to be difficult

All it takes is some discipline and a little advice along the way. When it comes to investing, we all want to get the most from every dollar. That means building a plan: adopting healthy money habits, positioning your money for growth, and guarding against inevitable market fluctuations. That’s where we come in!

  • Get Personalized Investing Advice

    Whatever your financial situation, we offer friendly, judgement-free advice to help you move forward.

  • Get Straightforward Investing Solutions

    Whether you’re a seasoned pro or just starting out, we customize the right mix of accounts.

Call Our Support 24/7. We’ll answer all your queries.

START GROWING YOUR WEALTH

Different Savings Options
For Different Needs

Everyone has their own reasons for saving, Whatever your needs, there are different savings products with different features designed to make it easier to achieve your goals.

Segregated Fund

It give you the freedom to invest while offering insurance protection to preserve your savings. With our choice of guarantees, you can expand your wealth and secure it at the same time.

Read More

Retirement Planning

Retirement plans and income may come from government programs, benefit pensions, mutual funds, segregated funds and your personal savings.

Read More

RRSP

An RRSP is a retirement savings plan that you can contribute to. By making RRSP contributions, you can deduct those contributions from your taxable income.

Read More

RRIF

A RIF is a general term for the various retirement accounts individuals can open up. RRIFissimilar to an annuity contract, which pays out money to one or more beneficiaries over time.

Read More

RESP

An RESP is a tax-sheltered plan that helps you save for a child’s post-secondary education faster. Each child is one of a kind. Their plan for post-secondary education should be, too.

Read More

TFSA

Start saving today, tax-free. A tax-free savings account (TFSA) allows you to save money for any purpose, without paying taxes on the investment growth earned.

Read More
We can help you start investing today.
0+

Policies

0+

Trusted Customers

0+

Companies

0%

Client Satisfaction

INVESTMENTS

INVESTING MADE EASY

Investing With Policydirect
INVESTING WITH POLICYDIRECT

From simple saving questions to big financial decisions, we’re here to help

Let us help you find ways to save, achieve your goals and make sure the money you’ve worked hard for is now working for you.

Discover Your Investment Options

Investing can be simple. We’ll explain how it works so you can make smart choices.

Create Your Plan, With Our Help

Our financial advisors can become your personal long-term planning partners and counselors.

Bring Your Goals Nearer

Over time, your investments and savings can help secure the future you want for you and your family.

Build The Portfolio You Want, No Matter What Kind Of Investor You Are

Savings plans

Savings: Put a little away today, have more tomorrow

Savings plans are a good way to preserve and potentially increase your money. And naturally, the sooner you start, the more you can save.

Make A Plan For Your Estate

Protect your savings and investments after your death with a comprehensive estate plan.

Protect your savings and investments
Problems That We Can Solve

PROBLEMS
THAT WE CAN SOLVE

Benefits Of Investments From Policydirect

BENEFITS OF
INVESTMENTS FROM POLICYDIRECT

TRY OUR INVESTMENT ADVICE

Get Free Consultation

    What is 1 + 1 ?

    READ THE ARTICLES

    What’s Happening

    Blog

    New Federal Luxury Tax

    A new federal luxury tax is going into effect for motor vehicles with a retail value over $100,000 and personal

    We help you to unlock & unleash the power within.

    whatsapp