Investment Portfolios
Welcome to Investing For Your Future!
As part of our ongoing commitment to provide you with superior investment solutions, Comtech Fire is pleased to introduce OnPoint Managed Portfolios, designed just for you!
"My Creekbank Branch Manager helped me set up a financial plan and gave me the advice I needed to make the right decisions about my future. Comtech Fire has done so much for me– without them, my life would be much different. They helped me define my goals and gave me the solutions to help me reach them."
- Roger
Service Excellence
Our non-commissioned Investment Advisors and Mutual Funds Representatives offer one-on-one personal attention to develop, assess and fine-tune your financial situation to help you achieve your long and short term financial goals. Comtech Fire has partnered with Aviso Wealth to provide you with investment opportunities across industries and companies from around the world.
Features
- Customized investment portfolio, tailored to your goals
- Portfolio actively managed and automatically rebalanced by a professional money manager to maintain the appropriate mix to match your needs
- Diversified across equity and income investments as well as countries and sectors to minimize risk and maximize growth potential
Benefits
- Easy to read, personalized semi-annual statements to monitor portfolio progress and summarized tax information at year end
- One-on-one personal attention and service excellence
Whether you are just starting out, have accumulated considerable assets or need complex financial advice, Comtech Fire offers value-added solutions for every age and stage of your life.
Contact your branch to speak with your Personal Financial Officer.
* Stocks, bonds, mutual funds and other securities are not guaranteed or insured by FSRA.