Do I have enough money to retire comfortably?

How long will my money last?

What is the most you can spend?

What are your plans?

By identifying your goals, I help create your personal financial plan with strategies for safeguarding valuables.

When should you collect your CPP (Canada Pension Plan) and OAS (Old Age Security) benefits in order to maximize your payments?

Both the Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Account (TFSA) offer some tax perks.

You can avoid paying taxes on investment gains with a TFSA but can't do that with an RRSP. Both of these accounts have pros and cons, and whether you choose an RRSP or a TFSA — or, in many cases, both — depends on your wants and circumstances.

Will you be able to retire comfortably?

Where should you start when applying for a pension?

Will you be able to get a tax break?

What are some ways to stretch your dollar?

Efficient transfer of assets to beneficiaries.

Preservation of Estate assets.

Charitable donation planning