Just Like You

Are you getting closer to retirement and not sure if you have enough money, or want to figure out the best plan for retirement income? You’ve come to the right place. We do retirement planning all day long. We look at your finances and see if you are on track to your goals and we help with the plans so that financially you will be in good shape during the next phase of your life.

At Right Direction Financial we are focused on helping our clients get to a comfortable retirement while enjoying living today.

If you have wondered how you would spend your time, here is a report that shows how Canadians are planning as well as how those retired are spending their days.

Fidelity Retirement 2020 Report

Like you, we are enjoying that things are opening up, but we are still making sure that we keep ourselves and our families safe as well as our clients. We are starting to meet in person but still can do our planning and meetings virtually if that makes you more comfortable.

We are here to help

Right Direction Financial's Six Step Process

As your CFP®, Right Direction Financial offers a Comprehensive Financial Plan. They evaluate and enhance your investment performance offer Independent advice and highest quality financial products and services. Careful monitoring and protection through CIPF and CDIC ensure a total committment to integrity and customer service.

Testimonials

“Over the past fourteen years, Laura has provided loyal, professional, and knowledgeable guidance with our investments. Laura has integrity, excellent communication skills and has always been very responsive. We appreciate her advice and diligence in seeking the best investment options for us as we transition into retirement. It has been a pleasure doing business with a financial planner like Laura who you can trust.”

~ Ruth W.

Call 604-385-1164 to set an appointment or contact us here

Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. *Insurance products and services are offered through Right Direction Financial, an independent and separate company from iA Private Wealth Inc. only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.