Senior couple in sports car

Investment and Retirement

“…building assets—maximizing income!”

 

There are clearly three stages in Investment/Retirement Planning:

The Create Phase — accumulating through RRSP’s, TFSA’s, etc.
— emphasis on investment growth and managing risk
segregated funds can provide the needed balance

The Convert Phase—transitioning from work to retirement
— emphasis shifts to managing risk and more modest investment growth
— consolidation process begins

The Conserve Phase—planning for income to last with RRIF’s and annuities
— emphasis on minimizing tax and managing risk
— streamlining of finances and estate

Let’s talk! 

Let the planning begin! Simply click this  Graphicloads-100-Flat-2-Calculator .