Research conducted for the Investment Funds Institute of Canada suggests that 74% of investors with an advisor felt that they would have enough money to retire on, compared to just 53% who did not have expert advice. (Ipsos Reid, 2010). If you’re not working with a financial professional towards your retirement goals, how much is it really costing you?
No matter what stage of life you’re in; retiring soon, already retired, or just starting your retirement planning, we can help you plan for and enjoy a financially secure retirement.
Bob Nicholls, CFP, CPA, CA