Are you concerned about passing along your wealth to the next generation? Do you have a will? Have you considered protecting your family through trusts?
Learn about estate planning and important considerations when protecting your family's wealth and estate.
Do you borrow to invest? Are you contemplating a significant donation? Are you saving for a child's education?
42% of Canadians do their own taxes. Do you know how tax rules can affect your investments and how to maximize your after-tax return?
How do you envision your future? Are you looking to retire soon? Will you be sending a child to university or college? Do you want to start a new business? Financial planning is an important process that can help you clearly articulate your priorities and ensure you have the resources available to achieve them.
Learn about what you may not have considered in retirement and how an Investment Advisor can help you plan for your retirement.
Retirement income planning is a compromise. As Canadian baby boomers enter retirement, there is considerable concern, anxiety and confusion about retirement income planning. As with so many things regarding personal finances, there are many important factors to consider.
Canadians who are in retirement want to have the flexibility to react to unexpected events. They also want to maintain their lifestyle, have a guaranteed income, and are worried about outliving their money.