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At The Simmons Group, Clint and his team have been helping families for over 20 years, enabling clients to achieve greater peace of mind and financial confidence through all-encompassing wealth strategies. Clint has a particular passion for helping pre-retirees and retirees secure the future they’ve envisioned by maximizing their retirement income and ensuring they do not outlive their money. With a disciplined approach to portfolio management and an acute attention to detail, Clint and his team leverage an objective and long-term methodology that is tailored to their clients’ unique goals. Professional, conscientious and honest in his approach, Clint ensures his clients recognize that they come first.
Who will care for you if you can’t? David Chilton explains why it’s important to have powers of attorney, especially at his age.
David Chilton talks about inheritance tax in Canada and filing a final tax return.
When estate planning, remember to include your personal property and heirlooms
Why you should make a Will and include an up-to-date net-worth statement