Financial Questions

A financial plan will give you the answers and solutions to the following questions:

  • When can I retire?

  • Will I run out of money?

  • What should I invest in?

  • How much do I need to save?

  • Should I participate in my company’s pension or RRSP plan?

  • Should I pay down my mortgage or contribute to my RRSP?

  • Should I contribute to my RRSP or the TFSA or both?

  • Should I borrow to invest?

  • Should I have a fixed or variable mortgage?

  • What can I do to reduce my taxes?

  • How much and what kind of insurance should I have?

  • What is the most effective way to transfer my estate to my children?

  • How should I set up and or structure my business?

  • What is the most effective way to give to charity?

  • and many more!

 

To start your financial plan or to learn how we may be able to help you please contact us.