Do you have enough assets to enjoy your preferred lifestyle?
With careful planning, you can make sure your money outlasts you.
There are many different options available: RRSPs, TFSAs, CPP, annuities, investment funds and more. All of these things exist to help you grow your assets so you can invest in your future.
Retirement Plan
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven…
RRSP
A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your…
Estate Planning
Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who…
RRIF
A Register Retirement Income Fund is an investment plan, established in accordance with Government of Canada requirements…
Will
A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what…
TFSA
The Tax Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the…
LIF
A Life Income Fund (LIF) is a retirement income plan using locked-in pension money and the owner of the LIF can control the…
Annuities
Annuities are one of the simplest investment vehicles one could acquire. Simply put, when you establish an annuity, you are purchasing…
LIRA
The Locked-In Retirement Account (LIRA) and Locked-In Retirement Savings Plan (LRSP) enable you, as an employee to maintain…
About Us
We serve individuals, families and businesses in the Abbotsford area. Our primary goal is to help each client meet their unique financial goals. We are never satisfied until you are.