Investments: Investment Topics 2
Principles | Investment Topics 1 | Investment Consolidation
Investment Topics
Here are different investment areas where we can be of service to our clients:
- Planning and saving for retirement
- Turning my retirement savings into an income
- Making my investments more tax efficient
- Turning the sale of my home into an income
- Saving for a child or grandchild's education
- Investing any unproductive savings held in the bank
- Advice on severance, pension or retirement packages
- Investing an inheritance
- Investing to bypass or reduce probate tax and legal costs upon death
- Building a properly balanced portfolio
- Advice on RRSP's held at work
- Consolidating my investments to one advisor
