Retirement planning is a careful process that starts with setting goals for when you want to retire and what income is required to have the lifestyle you want. From there we create a strategy and outline the steps required to achieve your goals. Our plan takes into account income growth to offset inflation, taxes, Canada Pension Plan and Old Age Security income and retirement withdrawal rates.
Estate Planning means to decide and set up who will inherit your assets after your demise. A well thought out plan has many advantages: saving money and taxes, you make the decisions as opposed to the government, saving your family time and most importantly, protecting your loved ones. We help you with the planning side of estate planning.
Life is unpredictable. In an instance something can change with our health. Living benefits and life insurance provide a plan for yourself and those important to you if something does happen to knock you off your plan. After reviewing your goals, and financial resources, we develop a plan that replaces lost income, covers medical expenses, pays for care and required home modifications and provides stability for your family. Should you pass on, life insurance policies protect your beneficiaries, assuring they can focus on comforting each other rather than any financial pressures.
We manage your investments in a comprehensive manner. We develop your investment portfolio after determining your time frame, comfort with risk, purpose for the money, your tax rate and goals. We aren't limited in the types of investment products we use for our clients.
Tax planning is an essential part of an individuals financial plan. We analyse your financial situation, develop a plan that assures investment elements are working efficiently within your portfolio and manage on-going to minimize the tax you pay. A tax efficient portfolio puts more money into your investments and gets you to your goals sooner.
Questions?
E-Mail:
laura@rightdirectionfinancial.ca
Phone: 604-385-1164
Surrey Branch: 302 - 1688 152 Street
Vancouver Branch: 700 - 609 Granville Street
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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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.
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