Questions We Help Answer

There are 3 areas where we help clients focus to improve their financial situation.

We believe if you do these 3 things you will achieve financial success.

Learn

the Basics

We help with this through educating clients about investing, why they hold their investments and the associated risks

Maintain a

Long-Term Outlook

We help with this by stressing discipline and patience and not to react to short-term markets swings

Minimize

Costs

We help with this by striving to provide lower fees, meaning you keep more of your own money

Do you have a comprehensive plan that covers the 7 main planning areas (and does this plan show you the probability of success to reach your goals)?
Do you know the investments you own and why? Do you know the risks associated with your investments?
How much are you paying in fees? Do you have an understanding the impact fees have on your retirement success? Are there options to reduce these fees, so you can you keep more of your money?
How long will your money last?
How much can you spend so you won’t run out of money?
When should you take your government benefits – CPP and OAS?
Which of your assets should you spend first?
Is what you are currently saving going to be enough?
How much can you pass on to your family/children if you die?