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Investments

At DeLisi & Associates we choose investments to match your personal timeline and risk level. Our investment philosophy is essentially conservative in nature. We look at each client’s required rate of return and risk tolerance levels from their financial plans to develop a suitable 
investment approach with minimal risk.

We are advocators of not only diversification by asset class, but also diversification by investment style. We regularly rebalance a client’s portfolio in order to maintain the original asset mix that was recommended.

We offer non-registered and many government registered products including Registered Retirement Savings Plans (RRSPs), Registered Education Savings Plans (RESPs), Registered Retirement Income Funds (RRIFs), Tax Free Savings Accounts (TFSAs).

Some examples that might fit you are…

Offered through Manulife Securities

  • Mutual Funds
  • Guaranteed Investment Certificates (GICs)
  • Term Deposits
  • Principle Protected Notes
  • Private Money Management

Offered through DeLisi Insurance Agency

  • Segregated Funds
  • Guaranteed Investment Certificates (GICs)
  • Tax Exempt Life Insurance Accumulation Plans

"At DeLisi & Associates
we choose investments to match your personal timeline
and risk level"