Financial Planning

The path towards financial security always begins with sound and innovative financial planning. I will assess your current situation and future goals, and construct a customized financial and retirement plan. The Financial Plan focuses on your needs to reveal the true range of options available to you. Financial planning services include:

• Retirement Projections - The process begins with a review of your current investment path and your vision for retirement. How much money will you have in retirement? Will you have surplus funds as a legacy for the next generation or charities? What additional savings are required (if any) to make your retirement dreams come true?

• Retirement Income Plan - What is the best and most tax effective way to derive the desired cash flow from your investments? What strategies are available to take full advantage of all Canadian tax credits?

• Risk Management & Life Insurance Review - Do you have the necessary insurance coverage to manage risk? Is insurance part of your investment plans?