Employed Professionals

Life is busy and full. You are working hard to grow in your profession and in the accumulation of your assets. Let us help you by providing expert advice in all areas of financial planning and investment management.

Here are some questions you should be asking.

Financial Planning

• Can I potentially outlive my money?
• Do I have a realistic retirement income plan?
• Should I use an RESP or another type of investment to plan for my children’s education?
• Am I utilizing all of the tax-savings strategies available to me?
• Have I done everything I can to protect those I care about?

Investment Counsel

• Am I invested too conservatively?
• Am I too heavily invested in an RRSP?
• Is my income-stream tax efficient?

Estate Planning

• Do I know my final tax bill?
• How do I protect the next generation?
• Have I given thought to my legacy wishes?