Investment and Retirement
Be Financially Prepared
Have peace of mind being financially ready for the various stages of life. Whether expenses are anticipated or unanticipated, having a plan can help you be prepared.
Tax Advantages
Are you taking advantage of the tax benefits associated with your savings?
Fees
Do you understand all the fees you pay? Have you minimized all fees?
Company Programs
Do you participate in a company RRSP? If so, are you maximizing your employer matching?
Asset Allocation
Are your portfolio investments allocated to meet your financial goals?