Specializing in Retirement Planning
Are You Ready?
Most have done what they think is the right thing, such as maximizing their RRSPs and, if possible, their TFSA. The question often asked is - is it enough to achieve my goals? One must realize a way to serve families better is to:
Plan
Educate and,
most importantly
Attain YOUR financial goals
There is a process you must go through to determ
Most have done what they think is the right thing, such as maximizing their RRSPs and, if possible, their TFSA. The question often asked is - is it enough to achieve my goals? One must realize a way to serve families better is to:
Plan
Educate and,
most importantly
Attain YOUR financial goals
There is a process you must go through to determine your goals and your “why”! What is on your mind, and what may prevent you from getting there? Once that is determined, the next step is to determine your investment profile and the best plan for achieving your financial goals. Regular reviews will ensure that that path has not changed, but if so, make the required adjustments.
The financial plan will have 4 elements by which decisions will abide by:
Accumulate
Grow
Preserve
Transfer
Insurance products, including segregated fund policies, are offered through Ouellette Financial, and Investment Representative Jean Ouellette offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.