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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.

+1 (647) 274 9670
hello@policydirect.ca

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.

Retirement Planning

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

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.

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.

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.

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.

We can help you start investing today.