We provide our clients with sound financial and investment advice Financial Advice:
At what age can I afford to retire?
How much do we need to save to reach our retirement goals?
How much will I have to live off each year during retirement?
Do I need to sell my house to fund my retirement?
What is the best way to manage my Estate?
How can I make my portfolio as tax efficient as possible?
Should I buy insurance? How much? What kind?
Should I save and invest my money or pay off my mortgage/debts?
We realize that each client has a unique set of needs and goals, and therefore, no two clients are the same. With this in mind, our goal is to learn as much about a client as we can before we make any investment decisions. Risk tolerance, time frame, and investment/retirement goals all play a vital role in developing the appropriate asset mix within a client’s portfolio. Once we have uncovered this critical information, we can implement the appropriate investment strategy. Investment Advice:
What is the appropriate asset mix for me?
What are my investment needs? Growth? Income?
What is my Risk Tolerance?
Should I invest only within Canada?
Tom Christie, BEc