Mutual Funds

Mutual Funds

“Why not have a financial planning firm assist you with your investment decisions.” The Financial marketplace is flooded with products and concepts. Many of these are useful but must be screened for investment performance, administrative service, and¬†competitiveness. We conduct market surveys for our clients to determine which product, and which financial institution providing that product, best satisfies their needs. The search is assisted by our computerized records that detail applicable information about Banks, Insurance Companies, Investment Counsel and Trust Companies. We review their historical investment performance, fee structure and administrative abilities. A comprehensive report is prepared for the client and interviews are held with the firms that appear most competitive within the parameters of our search. After the client’s decision, we will monitor initial transactions with the successful supplier, and review the status at least annually thereafter. DONRO Financial can facilitate both individual and corporate clients in determining their optimal agenda and selecting the appropriate investments. While recognizing the differing requirements for these two categories of investors, we apply the same thorough process to both, assuring that each client receives the full benefit of our experience and expertise.

Key Benefits

  • Identify Needs
  • Shop the Market
  • Report to Client
  • Select Product and Company
  • Review, Asses and Improve

Services Available Individual Client

  • Financial Planning
  • RRSP’s
  • RRIF’s
  • Annuities
  • LIF’s
  • Life Insurance
  • GIC’s
  • Mutual Funds*
  • Segregated Funds
  • Reverse Mortgages
  • Structured Settlements

Services Available Corporate Client

  • Personal Financial Planning for Executives
  • Life Style Management
  • Life, Health and Disability Benefits
  • Pension Plans
  • DPSP’s
  • Group RRSP’s
  • IPP’s
  • Annuities
  • Retirement Compensation
  • Key Man Insurance
  • Stock Pruchase Funding
  • Business Buyout Funding
* Mutual Funds offered through Donro Financial Ltd.