Financial & retirement planning

‘’Someone’s sitting in the shade today because someone planted a tree a long time ago.”

  • Projection and analysis of retirement income
  • Analysis of retirement needs
  • Retirement allowance
  • TFSA or RRSP
  • Goal setting
  • Analysis of CPP and OAS
  • Customized goal oriented retirement planning
  • Retirement cash flow plan
  • Funding your children’s post-secondary education
  • Goal Coverage Options/Net Worth Statement
  • Unlocking strategies for federally owned LIRA’s
  • Household Planning to teach the next generation
  • Budget/Expense Analysis
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