We know we can’t be everything to everybody, nor do wish to be. Moreover we’re here to help the conservative investor like you, with simple, clear informative advice that follows…
Our goal in these changing times has never been so important; it’s to bring financial predictability for your retirement
We specialize in building and maximizing retirement income with guaranteed investments that help protect what you’ve earned and ensure it lasts more predictability.
A great strategy is worthless if it fails in implementation. More than ever retirement and investment plans go astray – because life gets in the way – that’s where Cornerstone® Planning is essential for building and understanding the options your investment savings can predictably provide for a worry free future.
Think of it as a assembling a number of financial building blocks. In which we’ll be able to draw a financial blueprint and actionable checklists customized to you, using your present and future assets and/or liabilities.
We use specialized illustrative software to help us both understand where you are today in preparation for those desired tomorrows.
We may suggest or recommend portfolio alignments or adjustments. Some, as simple and important as product ownership registration (avoiding probate issues), and/or maturity mapping (RRSP redemption penalties avoidance, etc)
We can help with milestone reminders and goals setting, along with information guides on joint agreements and much more…
As an independent financial broker agency, we’re able to access a multitude of financial institutions savings and investment products – Unlike the major banks restricted to sell their own propriety products – and not always in your best interest. We can mix and match, monitor and advise.
Interested in building predictability into your retirement plans call today 905 844 7700; It will cost you only your time, as many clients we’ve helped over the last 40 years have found.
