Photo credit: Tourism Vernon/Don Weixl
We focus on the forest and the trees
We help our clients develop and implement CLEAR • SIMPLE • SOLUTIONS for retirement with:
Will you have enough money to retire?
How should you claim your pension?
Can you reduce your taxes?
How can you make your money last?
Life and disability insurance planning and analysis.
Asset protection strategies.
CPP & OAS Strategy
When should you collect your CPP (Canada Pension Plan) and OAS (Old Age Security) benefits in order to maximize your payments?
Efficient transfer of assets to beneficiaries.
Preservation of Estate assets.
Charitable donation planning
Build an investment portfolio, based on evidence
Keep costs to a minimum
Customize your portfolio to your unique situation
Take only risks for which you are compensated
Review and rebalance regularly
Support to help you stay on track
Investment products (or securities) are provided through Aligned Capital Partners Inc. (ACPI). Please click here for more information.