Top Fixed Income Companies in Canada

CANNEX is dedicated to enhancing access and transparency in retirement income products, particularly through its GIC Exchange, which automates the processing of Term Deposits and GICs. The company also facilitates the exchange of pricing information for annuities and bank products, helping financial institutions evaluate and compare guarantees related to retirement savings and income.

Sun Life Global Investments highlights its commitment to integrating environmental, social, and governance (ESG) factors into its investment strategy, which includes a focus on fixed income funds. They offer tools like the Retirement Income Navigator to help clients explore various income-generating products, including those within their fixed income offerings.

Exponent Investment Management focuses on assisting clients in transitioning from active income to passive retirement income through a comprehensive financial plan. Their transparent fee structure and dedication to client needs underscore their commitment to providing effective strategies for managing retirement wealth.

Moffitt Financial Group Inc. offers strategies like the Infinite Banking Concept®, which empowers individuals and families to have total control over their savings and ensures access to their money at any time. This approach provides peace of mind through secure, guaranteed retirement income for life.

Safe Pacific Financial Inc. emphasizes its expertise in building custom financial plans, which aligns with the principles of fixed income strategies aimed at protecting clients' financial futures. Their independent approach allows them to focus on educating clients about insurance and investment strategies, ensuring that financial goals are met.

CI Financial specializes in structuring tax-effective income streams, addressing the challenges faced by income investors and retirees in a low-yield environment.

RPIA is an independent asset management firm that specializes in alternative fixed income solutions, managing over $9 billion in assets. They emphasize the inefficiencies in global credit markets and the potential benefits of active management, particularly in the context of low global yields driving investors to seek income.

Crius Financial Services Corp. aims to empower Canadian families through tailored financial solutions, recognizing the significance of effective financial advisory services. Their advisors are well-versed in various financial strategies and products, which can be particularly beneficial for low and middle market clientele.

The company, Equicapita Income Trust, offers investment products in the exempt market, which are typically considered high risk.

The company specializes in providing access to capital through sophisticated funding instruments, offering solutions like lines of credit and non-recourse loans that go beyond traditional banking. Their commitment to democratizing private financing and educating clients on unique credit strategies positions them as a reliable facilitator for businesses seeking to enhance their financial resources.