Imagine accelerating your retirement objectives, revving up your travel plans, funding your kids’ education, designing that new entertainment centre, paying off your mortgage or buying the cottage of your dreams.
Your A+ Portfolio plan can take you beyond wishful thinking to make your dreams a reality.
Click here to get started with a Quick Plan questionnaire.
YOU have a
SPECIAL ADVANTAGE.
The A+ Portfolio, available
only to educators and their families, is a personalized selection of unique financial products and services. Designed just for you by an OTG financial advisor, the goal is to get more of your money working for you. Our advisors understand the world of education and they’re tapped into smart investment strategies that go beyond your pension to build your future. After all, having the knowledge to choose the right options, from high-yield funds to low-cost mortgages, can be “money in the bank.”
LIFE is all about
making EDUCATED decisions.
When you include the OTG Family of Funds in your A+ Portfolio plan, these hard working investments can make living your dreams a whole lot easier. They offer you the opportunity to build more and keep more. Here’s how…
- OTG Funds feature LOW management fees – often less than half of competitive funds; why pay the fund company when you can pay yourself?
- OTG Funds leave more money in your pocket because we charge you ZERO administration fees: no annual account fees, no transfer fees, no front-end or back-end loads (sales commissions)
- OTG offers 7 different types of funds to help you diversify and fine-tune your A+ Portfolio to achieve your unique goals
- OTG Funds are managed by top Canadian and international money managers, ensuring your investments are almost always above-average performers
ADD it up.
