Financial Peace of Mind Trade fear for confidence

If you’re within two years of retiring, now is the time to identify and align your lifestyle goals with your financial resources. Complex financial and personal situations demand greater preparation and planning, so start your conversation today and move seamlessly from the successful past you've built to the future you dream of.

Consider for a moment that a stamp in 1979 cost 15 cents, but in 2021 costs $1.07 Then ask yourself if you know what your income will be 30 years into your retirement. The Retirement Income Reality Cheque Conversation looks at your ability to grow your income well into retirement, protecting your purchasing power even after you stop working.

Ever been on a cruise? The trip begins with a lifeboat drill to ensure you understand what could happen at sea, and what to do in case of an emergency. Our Lifeboat Drill Conversation empowers investors to better manage the volatility of financial markets, helping you execute prudent investor behaviour regardless of the situation.

You’ve heard the saying, “there are few sure things in life except death, taxes …” and that your investment portfolio will experience a drop at some point! The Financial Bomb Shelter Conversation shows you that market fluctuations are something to look forward to, not to be feared. What is a Bomb Shelter? It's a portion of your portfolio which is set aside to use during a market crash, and we create a personalized one for each and every client.

If you were not capable of managing your financial affairs or able to take care of yourself in the next 30 days, do you have things set up so that you are covered? Do you have things arranged so the same question can be answered if you need assistance in the next 30 years? It’s important to ask yourself if you can afford a setback in the next 30 days or 30 years.

Most Canadians spend less than one hour a year on their financial plan. Doesn't your future deserve more? Our Family Road Map Conversation is the final step in our unique financial planning process. The personalized Road Map outlines your key goals for the next 24 months in your family's financial plan, and helps you stay on track to reach those goals.