11/04/2025
Do you have a plan in place for retirement?
This is a perfect time to review your finances, budget and retirement plan.
Contact me for a confidential no obligation consultation.
Tel: 514-832-5117
Some of the topics we can address are;
• Can you afford to retire and when?
• What will your sources of income for retirement be and how does it work?
• Is your investment strategy tax efficient?
• What your rate of return is?
• Will you outlive your nest egg?
• What will your tax liability be at death?
• What is your plan, does it make sense, and is it written down?
Managing your wealth can be complex and time-consuming. Through a personalized, comprehensive approach to wealth management, I provide access to a broad range of services and solutions supported by Assante Wealth Management's in-house network of wealth planning experts.
Sub office location: 107 Lake St. Huntingdon
Main Office: 2020 Trans Canada Hwy, Dorval
Determining the day you’ll retire is likely one of the most important decisions you’ll ever make. Fortunately, you just need to do the dreaming—we’ll do the math.