Live a long time and Well

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk and financial saving capabilities. Together, we will establish:

1. Your budget and amounts that can be saved.
2. Most appropriate accounts to help minimize fees, taxes and long term expenses.
3. Targets of retirement or major life changes.
4. Benefits of accounts at various taxation levels and investment capabilities
5. Define opportunities for returns and investments

Our personalized approach to listening and helping your prepare for large expenses, unexpected expenses, market driven potential events that does not impact your targeted investment objectives. Together, we work on the following :

1. Review performance, fees and improvements that can be made
2. Risks level for the immediate future
3. Expected returns and dividends
4. Liquidity levels for the short and medium term
5. Entry and Redemption Levels.

Each client has a different situation and this allows to make sure all the pieces of the financial puzzle hold up together in terms of asset benefits, income generation, and legacy planning benefits. Together, we will work on :

1. Retaining assets as you go through life changes
2. Optimizing benefits at the net return level
3. Consolidating assets to help ease management
4. Integrate social security and other retirement benefits.