An investment planning defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.
A good financial plan is multi-faceted: It must anticipate change and reflect your specific financial goals and objectives, while considering your level of investment risk tolerance.
Life insurance is a type of coverage that pays benefits upon a person's death to designated beneficiaries.
An Individual Pension Plans (IPP) is a vehicle for retirement and estate planning for the right person (business owners over 40 or incorporated professionals earning around $100,000 or more). It is a defined benefit pension plan which provides greater tax deferred contributions than those available through a Registered Retirement Savings Plan (RRSP).
Contact me to discuss the potential for a IPP for your needs.
Unit#4, 745 Bridge Street West
Waterloo ON N2V 2G6
Phone: (519) 746-4646
Toll Free: (888) 429-9931
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