Put your savings to work.
For more than 20 years, we’ve been helping Vernon and North Okanagan residents retire, put kids through school, travel, buy that cabin, finish that basement and achieve all kinds of other dreams with help from our expert investment funds management.
We’re more than your trusted insurance brokers. We’re also expert investors who care about your future and your goals.
Baron’s investment team can manage your:
- Registered investment funds (RIF’s)
- Registered savings plans (RSP’s)
- Registered education savings plans (RESP’s)
- Tax-free savings accounts (TFSA’s)
- Pension transfers
- Non-registered accounts
- Growth and income portfolios
Why hire Baron to manage your investment funds?
At Baron, our investment experts help you:
- Enjoy greater returns and reduced risks with a diversified portfolio, all conveniently handled here by someone you’ll grow to know and trust.
- Consolidate your investment portfolio so your statements are simple.
- Save money since we don’t have fee-for-service costs or front-end charges.
- Understand and feel confident about your investment portfolio.
Let the investments funds team at Baron help you put your hard-earned savings to work so you can enjoy life and achieve your dreams. Call or visit a Baron Insurance location near you. We have two convenient locations in Vernon, and we serve clients across BC and Alberta. 1-877-545-6565