Mutual Funds Provided Through FundEX Investments Inc.

Welcome to Thibault Investment Planning

Services Offered

• FINANCIAL PLANNING - Planning for retirement, tax savings, education, your estate, etc. by a Certified Financial Planner.

• MUTUAL FUND SALES - We sell a wide variety of mutual funds and monitor the mutual fund investments of our clients on an ongoing basis.

• REGULAR SAVINGS PLANS - We can automatically withdraw and invest funds from your bank account on a regular basis. ( A great way to save!)

• REGULAR INCOME PLANS - We can automatically redeem and pay you the proceeds from a lump sum mutual fund investment on a regular basis. (Great for retirement income.)

• RRSP, RRSP LOANS, RRIF, LIRA, LRIF, LIF AND LOCKED-IN RSP - Everything you need for tax deferral of your retirement nest-egg.

• SAVINGS FOR KIDS - In Trust Accounts, or Registered Education Savings Plans (RESP) that take advantage of the Canada Education Savings Grant.

• COMPUTER BASED INVESTMENT TRACKING SYSTEM - We track the investments that we sell for our clients, making it possible to calculate the performance of each individual client's investments.

• OTHER GENERAL PERSONAL FINANCIAL ADVICE - If we don't know the answer to your question, we will certainly try to find out for you.