Legacy

You receive an inheritance.

The deceased's taxes are paid and the amount is in your checking account. You now have important decisions to make.

Should I pay off my mortgage or rather maximize my RRSP and TFSA (and those of my partner)? Can I retire early while renovating my house? Should I invest in the financial markets or buy guaranteed investment certificates?

A financial planner will look at your entire family situation to help you make informed choices that will meet your goals.