When your investment goal shifts from growth to income, it's essential to prioritize stability and income in your investments while keeping up with inflation to ensure a comfortable and secure retirement.
In retirement, you can enjoy peace of mind by implementing orderly withdrawal strategies that minimize taxes and costs, ensuring that your retirement funds last for your lifetime.
You can enjoy a worry-free retirement by coordinating your income with government benefits and pensions, all while balancing your need for investment growth and your desire to leave a legacy for your loved ones.
If you envision a worry-free retirement, you deserve to work with a financial advisor who understands your unique situation. With over 15 years of experience, I specialize in creating personalized plans that protect your investments during market uncertainty, minimize taxes, and provide a stable, dependable retirement income.
I work with a select number of client families to ensure that each one receives my full attention. Regular conversations or meetings keep us on track, and I am always ready to respond to changes in your life, in the tax code, or in the economy.
As a Financial Advisor with Investia Financial Services Inc., I hold a B.A. and an M.Ed. in addition to being a CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Investment Manager (CIM). I have advised clients of every age and family background in Calgary, and I also take time to train and educate other financial advisors.
When I’m not working, I enjoy swimming, hiking, and spending time with my family, preferably over good food. Let’s work together to make your retirement dreams a reality.
Reading Time: 5 minutes The First-Time Home Buyer Savings Account, or FHSA, is a new registered savings account that will be offered by Canadian financial institutions based on the government program to help first-time home buyers save money towards Read more…
