Retirement Planning
The #1 financial goal of most Canadians. One important element of retirement planning is understanding Canada Pension Plan (CPP) and Old Age Security (OAS) – there are several tax and income factors to consider. Let us create a customized plan to help you reach your personal financial goals and objectives, achieve financial independence, and stay confident in retirement.
Services
Mutual Funds
These are market-based investments, managed by professionals, which are designed for long term investing due to their fluctuating values.
Segregated Funds
Like mutual funds, these are market-based investments. Money is pooled and invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool.
Tax-advantaged Savings Plans
Government designed programs to boost your savings with tax breaks and incentives.
Retirement Planning
The #1 financial goal of most Canadians. One important element of retirement planning is understanding Canada Pension Plan (CPP) and Old Age Security (OAS).
Estate Planning
The purpose of estate planning is to ensure your finances are arranged in a way that allow your assets to be passed to your heirs as quickly as possible.
