Finance

A key aspect to your Avenue to Financial Freedom

At First Avenue Financial we know the importance of building your net worth, planning for retirement, and providing you with access to some of the best investments on the market.

We have taken years to build a platform for our clients to have access to high net worth investment products without having to have the net worth already built.

Types of Investments Offered

Private Lending
– History has proven that although real estate prices may have fluctuated from time to time, over the long-term real estate property has appreciated in value. The security for a mortgage is real estate property.
Private mortgages provide a regular income stream, tangible security, and a real return to the investor that is superior to bank deposits, GICs, and bonds.

Our mortgages give an average rate of return of 12% – 24%, secured by a First or Second Mortgage on a Real Property in Canada.

At a rate of 10% yield rate of return, your RRSP portfolio should double in value every 7 years according to the rule of 72.

RRSP, TFSA, Non-Registered

– With the use of these vehicles, First Avenue Financial is able to help our clients navigate tax-burdens and plan for life’s adventures. Whether it’s a short team goal or retirement and estate planning, these vehicles serve as a key to the success of your financial future.

RRSP – A registered retirement savings plan. This savings plan allows Canadian’s to reduce their current year tax burden to save for retirement and grows tax-free. This particular vehicle can also be used with the first time home buyers’ plan to help with their down payment.

TFSA – A tax-free savings account. Contributions made are after-tax dollars and any interest earned, dividends, and capital gains are not taxed and can be withdrawn tax-free at any time.

Non-Registered – A non-registered account does not have the same tax savings as its counterparts. This investment account allows Canadians to invest an unlimited amount of money into your fund of choice and has exposure across the globe.

Loans
Proof Capital
– A dynamic alternative investment strategy. With enhanced diversification and Alternative investments, this investment fund offers families access to previously exclusive asset classes which can provide both superior returns and lower volatility. Since inception First Avenue Financial has been strong believers in providing more than just mortgages to our clients. Whether it is investments, insurance, or just advice – we strive to provide our clients with a full suite of services and an avenue to financial freedom. This strategic partnership with Proof Capital allows us to provide our clients with a complete wealth solution tailored to the new risks in the ever-changing environment.

We have had a long relationship with the owners of Proof Capital, Jeremy Kaliel and Cameron Reid, and know them to be devoted to their clients and extremely knowledgeable in the world of investments.

Group Plans

– A key component in employee retention, group plans are a great way to keep your employees happy with the competitive environment we live in. Most of these plans are designed as a group registered savings plan (GRSP). Much like a personal RSP, however, the employer’s contributions are tax-deductible.

Personal Loans

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First Avenue Financial – Okotoks
205 – 15 McRae Street, PO Box 1483
Okotoks, Alberta T1S 1B4

Office: 403-938-6888
Toll Free Fax: 1-877-758-1206

First Avenue Financial - Calgary
208 - 40 Sunpark Plaza SE
Calgary, Alberta T2X 3X7

Office: 403-938-6888
Toll Free Fax: 1-877-758-1206