Accumulating wealth doesn't come easy. While most people would suggest they would love to retire early and travel the world, there is a big difference between a dream, and a goal. In an age when too many people are hoping to rely on lottery winnings or inheritance to look after them later in life, Canadians are saving less and borrowing more.
Half of working age people are living pay cheque to pay cheque and, while financial and retirement planning may be a priority, it often doesn't get the attention it deserves. As a result, it often gets pushed to the back burner as time and money gets spent on shorter term needs and wants.
Half of working age people are living pay cheque to pay cheque and, while financial and retirement planning may be a priority, it often doesn't get the attention it deserves. As a result, it often gets pushed to the back burner as time and money gets spent on shorter term needs and wants.
Services
Insurance products, including segregated fund policies, are offered through Pankow Financial Solutions Ltd., and Jason Peterson and Barry Thompson offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd.
Our ability to work provides us with the foundation of our financial security. The income we earn pays for our home and shelter costs, our transportation, and keeps food on the table. It pays our utility costs, our vacations and the savings we set aside that will pay for a child's education and our future retirement.
People will commonly ask us "What makes you different than working with our advisor at the bank?" No matter where they work, financial advisors play an important role in growing their clients' financial wealth. Although all advisors have multiple investment options to recommend to their clients, we bring a more comprehensive, more objective approach to investing than most advisors.
The ability to retire from your dependence on work knowing you will forever have enough money to spend your retirement years as you choose. Retirement planning considers when you want to retire and the amount of income you will need to support the lifestyle you choose. We incorporate income from Canada Pension Plan, Old Age Security and workplace pensions.
We believe the best decisions are based on a clear and deep understanding of what you really want to accomplish. The best decisions cannot arise without a thorough analysis of the various options you have to choose from and that each option be designed to fulfill your most important objectives. Every financial decision we make has an impact on other financial priorities.
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