Objective

Depending on the retirement you want to achieve, a variety of investment solutions may be suitable for you. They are designed so you can reach your goals thanks to carefully selected investments.

Duration

As you think about your retirement, it may be useful to consider the duration of your investments. Your investments will be put in place so they can benefit you the most based on the date you plan on retiring.

Risk tolerance

Your risk tolerance may also be assessed based on your planned retirement date, in order to identify the best investments for you.

Types of savings

An RESP might be the best education savings solution available, but you might want to consider your other options.

• RRSP

• TSFA

• Annuity products

• RRIF

• LIF

• LIRA

Advantages

Putting money toward an education fund will take pressure off your child when the time comes to pick a career. Your contributions will also allow you to benefit from considerable subsidies.

• Tax-free savings

• Registered retirement income

• Life income

• Locked-in retirement fund

• Disability savings

When planning for your retirement, it is essential that you save enough money to fulfil your dreams and carry out your projects. I can help you make sense of the many factors that affect how much money you have to set aside. Admittedly, saving requires some effort on your part, but there are many ways to stay within your budget and parameters when investing.

Thanks to my knowledge, you get a host of advice and best practises that fit:

Your budget

Your financial situation

Your short-, medium- and long-term projects

By considering these parameters together as a whole, I can direct you to the best investment solutions. Find out how much you need to save for your dream retirement today!

By having an overview of all these parameters, I can guide you towards the optimal investment solutions.

Find out today how much you will need to set aside for your dream retirement!