Investment Plans and Review

A plan is an investment in yourself, your future goals and the hopes you have for future generations. We guide each client through a comprehensive financial analysis and offer a detailed financial plan. What we discover together not only drives asset allocation, but also informs decisions about every facet of your financial life—from college and retirement savings to charitable giving, estate planning and beyond. Sometimes outside forces can influence your plan or your priorities may change as your life carries on. A plan for your future is something requiring regular reviews to make sure it is still in line with your situation today and your future plans. Regular reviews of your plan make sure you stay on course and make any necessary changes as needed.

A proper plan considers:


  • How much money do you need to retire?
  • How long will your money last?
  • Are there tax-preferred investments?
  • RRSP vs. non-registered, what is right for your portfolio?

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