Wealth

It's Time to Start Paying Yourself

As soon as we’ve protected the base (income paycheque), then it’s on to the next step of Financial Planning which is Tax Efficient Wealth Creation.

Tax Efficient Wealth Structures including Investment and Life Insurance. Specifically for Business Owners that have the challenge of the Passive Income Tax Rates in Canada (46.67%).

When it comes to your financial goals, you'll never hear someone say, "I started planning too soon." That's because there's no such thing as starting too soon when it comes to planning for the future. The fact is that life brings many uncertainties, and curve-balls will never hit when it's convenient. With this in mind, the more prepared you are, the more likely you'll come back unscathed.

With nothing but time, you can ensure that your retirement plan capitalizes on the time-value of money, meaning that the longer it's put away, the longer it can work for you. You also have the benefit of customizing your plan to suit your needs and allow for changes further down the road as life happens.

What Are You Waiting For?

Getting started might seem a little daunting, but I'm here to help. To find out more about creating your financial plan, start by filling out this quick questionnaire to give me a better idea of your current financial situation so that I can start building a clear path for you to reach your goals. Your dreams could be right around the corner, so what are you waiting for?