Retirement Ready?
Are you considering retirement?
So much in our world feels uncertain right now, but wondering whether you can comfortably retire should not contribute to that feeling. Our financial planners will work with you to review your personal situation, assess your goals for retirement, and help you feel confident in making the right decision on the timing of your retirement.
If you want to learn more about this package, please reach out!
What is fee-for-service financial planning?
Simply put, it is financial, investment, mortgage, debt or insurance advice for an agreed-upon fee.
The difference is that the fee is transparent and not tied to the sale of any product, nor paid by anyone else but the client. This allows you to ask specific questions, express concern about a product’s suitability for you, or even just get an objective second opinion about some aspect of the Canadian financial services industry.
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