Investments

  • Reviewing your current financial picture.
  • Explaining why monthly dollar cost averaging may work to your advantage.
  • Reviewing your marginal tax rates and contribution deductions.
  • Reviewing your rate of return on your existing portfolio.

 

Questions we most often hear from clients are:

 

  • Will I have enough funds?
  • Can I retire early?
  • What monthly income can I expect from my RRSP?
  • How much monthly income can I expect from the Canada Pension Plan and Old Age Security?

 

We’ll help you answer these questions and help you set yourself on a path to a prosperous future.