Your Wealth Advisor - Canada
Safe, Suitable & Appropriate Solutions For You - Worry Free Investments
Get help with your priorities
Your Priorities:
"You want Safe, Suitable and Appropriate Solutions that will Simplify Your Life."
From your 50’s through to your 90’s, you will go through a series of distinct life transitions and experience a unique group of challenges. All of these have a financial consequence, often they also have significant psychological consequences.
As your Wealth Advisor I seek to understand how you feel about these issues and help you anticipate and prepare for these transitions.
Ask us for a guide or for more information on any of the following:
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Making a large purchase
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Buying or selling real estate
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A second, third or forth career
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Business ownership & succession
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Access to legal & accounting advice
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Bankers that come to you and compete for your business
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Identity theft protection
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Personal security and property protection
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The empty nest
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Downsizing
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Everyday living
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Living as a couple
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Change of lifestyle
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Children and grandchildren
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A death in the family
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Managing debt
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Legal & accounting issues
- Death of a spouse
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Health challenges
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Losing a job
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Divorce
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Loss of friends
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Declining mobility
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Loss of faculties
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Need for long-term care
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Estate planning
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Your legacy
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Your inheritance
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Your lottery proceeds
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Best rates on GIC's
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Best rates on Annuities
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Best Pension Plan alternatives
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Financial planning
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Protecting yourself
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Protecting your family
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Protecting your business
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Protecting your property
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Minimizing tax
- Preparing for retirement
- Getting the best pension plan
- Your open market options for registered pension assets
- DC Plan, DB Plan, Group RRSP, Locked-in RRSP, RRSP/RRIF conversion alternatives
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Selecting suitable & appropriate investments
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Transitioning from saving to spending
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Guaranteeing a reliable life long income
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Living well: "Living a life of Wealth"
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Legacy planning
