Building a Custom Investment Strategy for Your Personal Goals

Not all your goals require money, but for your goals that do require money, there is an optimal investment strategy used to get there.  Some common examples of goals that require money (this list is not exhaustive) are:

When do you wish to retire and how much do you need to spend in retirement to live comfortably? OR, if already retired, how much can I spend annually for my money to last my lifetime?

Do you wish to help your children or grandchildren with education expenses?

Would you like to spend all your money before you leave this earth, or do you desire to leave gifts to somebody?

Do you wish to make a major purchase (Cabin, vacation home, boat, etc.)?

Business owners face even more questions around liquidity requirements, succession planning, and retaining employees.

We recommend the best strategy to achieve your goals.  We do not charge a penny until after we illustrate your investment strategy, and you agree to go ahead and implement that strategy.  If you do not agree that this is your optimal investment strategy, it will cost you nothing.

As part of our service to you and your family we provide:

  • Professional Investment Advice
  • Comprehensive Financial Planning
  • Tax Reduction Strategies
  • Risk Management Strategies
  • Succession Planning
  • Estate Planning
  • Will and Estate Consulting
  • Charitable Giving

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How can we help?

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Justin Boychuk, B.Comm., CIM

Investment Advisor

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