Personalized Retirement Planning & Investment Solutions

What are your financial plans? Travel? Start a new business? Just take it easy?

Customized Financial Planning, Expert Financial Advisors

Personalized Retirement Planning & Investment Solutions

What are your financial plans? Travel? Start a new business? Just take it easy?

retirement, investments, financial planning, retirement planning in Ontario

Let Us Help You Invest in Your Future.

What type of investment do you want to make?

Locked-in retirement account, invest with protect your wealth (LIRA)
Locked-in Retirement Account
(LIRA)
Registered Education Savings Plan (RESP)
Registered Education Savings Plan
(RESP)
RRSP registered retirement savings plan
Registered Retirement Savings Plan
(RRSP)
Tax Free Savings Account (TFSA)
Tax-Free Savings Account
(TFSA)

Retirement goals have one common denominator

While everyone’s retirement goals are different, they all have one thing in common:
A reliable source of income so that you can live the life you want.

Retirement planning helps ensure that you have a consistent source of income. When you build a portfolio of income-generating tools now, you will have the stability and freedom to live life on your own terms after you retire.

To get started on yours, contact Protect Your Wealth for a complimentary initial consultation.

Retirement goals have one common denominator

While everyone’s retirement goals are different, they all have one thing in common:
A reliable source of income so that you can live the life you want.

Retirement planning helps ensure that you have a consistent source of income. When you build a portfolio of income-generating tools now, you will have the stability and freedom to live life on your own terms after you retire.

To get started on yours, contact Protect Your Wealth for a complimentary initial consultation.

Why choose Protect Your Wealth as your partner for investing in your future?

  • Fast, easy, and convenient.
  • Experienced team of financial advisors, seasoned in financial planning
  • Make an investment and plan for your retirement virtually from the comfort of your own home.
  • Easy to access service – by phone, email, online videoconferencing or in-person!
  • Pressure free guidance – no pushy sales.
  • 20+ years experience crafting retirement and investment packages that give you peace of mind.
  • One-on-one service with financial advisors with detailed knowledge of your account.
  • No cost or fee to use our services at any time.
Protect Your Wealth - Life Insurance, Investments, & Financial Planning Services Across Ontario

Why choose Protect Your Wealth as your partner for investing in your future?

  • Fast, easy, and convenient.
  • Experienced team of financial advisors, seasoned in financial planning
  • Make an investment and plan for your retirement virtually from the comfort of your own home.
  • Easy to access service – by phone, email, online videoconferencing or in-person!
  • Pressure free guidance – no pushy sales.
  • 20+ years experience crafting retirement and investment packages that give you peace of mind.
  • One-on-one service with financial advisors with detailed knowledge of your account.
  • No cost or fee to use our services at any time.
Protect Your Wealth - Life Insurance, Investments, & Financial Planning Services Across Ontario

The 5 Steps of Successful Financial Planning

An overview of 5 wealth-planning steps Protect Your Wealth takes that results in a strong financial future.

1.

Gather and Analyze

At Protect Your Wealth, we will work with you to create an accurate overview of your present financial situation. Using state-of-the-art software, we will complete a thorough needs analysis to assess your present expenses and project future ones while accounting for inflation. We also perform a detailed risk assessment to help ensure that you are not taking more risk in your investments than necessary.

2.

Develop Your Blueprint for Success

After carefully considering all aspects of your finances and identifying ways to maximize tax efficiency, we will recommend an efficient retirement savings plan that tallies with your investment goals. You will receive a personalized Investment Policy Statement that summarizes our findings and recommends appropriate risk-managed investment options.

3.

Strategize and Implement Your Plan

After you approve your Investment policy statement, we will present you with a Financial Planning Priorities and Strategies document outlines your financial planning priorities and your personalized wealth-building strategies that meet both your short, and long-term financial goals. Once you review and approve your plan, it will be implemented. It is important to note that this document will change over time to ensure that it always reflects your current circumstances and complies with any changes in government policy.

4.

Forecast Your Financial Future

We use a cash flow planning analysis to create a financial forecast of your future. This analysis calculates projected outcomes, which lets you consider the consequences of financial decisions before you make them and create a stronger plan for future commitments like a child’s college fund. These forecasts are reviewed every year as your situation changes.

5.

Ongoing Monitoring and Management

Financial planning is a continuous process. To ensure that your investment needs continue to be met, we will remain in regular contact with you throughout the year and hold a yearly review to assess progress, make adjustments for changed circumstances, and evaluate promising new strategies. These meetings may be held in our office, by phone, or via Zoom.

The 5 Steps of Successful Financial Planning

An overview of 5 wealth-planning steps Protect Your Wealth takes that results in a strong financial future.

1.

Gather and Analyze

At Protect Your Wealth, we will work with you to create an accurate overview of your present financial situation. Using state-of-the-art software, we will complete a thorough needs analysis to assess your present expenses and project future ones while accounting for inflation. We also perform a detailed risk assessment to help ensure that you are not taking more risk in your investments than necessary.

2.

Develop Your Blueprint for Success

After carefully considering all aspects of your finances and identifying ways to maximize tax efficiency, we will recommend an efficient retirement savings plan that tallies with your investment goals. You will receive a personalized Investment Policy Statement that summarizes our findings and recommends appropriate risk-managed investment options.

3.

Strategize and Implement Your Plan

After you approve your Investment policy statement, we will present you with a Financial Planning Priorities and Strategies document outlines your financial planning priorities and your personalized wealth-building strategies that meet both your short, and long-term financial goals. Once you review and approve your plan, it will be implemented. It is important to note that this document will change over time to ensure that it always reflects your current circumstances and complies with any changes in government policy.

4.

Forecast Your Financial Future

We use a cash flow planning analysis to create a financial forecast of your future. This analysis calculates projected outcomes, which lets you consider the consequences of financial decisions before you make them and create a stronger plan for future commitments like a child’s college fund. These forecasts are reviewed every year as your situation changes.

5.

Ongoing Monitoring and Management

Financial planning is a continuous process. To ensure that your investment needs continue to be met, we will remain in regular contact with you throughout the year and hold a yearly review to assess progress, make adjustments for changed circumstances, and evaluate promising new strategies. These meetings may be held in our office, by phone, or via Zoom.

Are You Ready to Plan Your Retirement or Invest in Your Future?

As your financial advisor, Protect Your Wealth will support your success by identifying the rate of return needed to accomplish your retirement goals and investment goals, by making growth and security the foundation of your financial strategy.

Our goal is to provide the personalized financial advice you need to achieve the retirement you deserve. Let us do the challenging work of researching the financial markets and recommending the solutions that meet your needs. For a free, no-obligation discussion of your future objectives, contact Protect Your Wealth to talk to an advisor today! We’re proudly serve clients anywhere in Ontario and British Columbia, including areas such as TorontoVancouverKamloops, and Ottawa.

Are You Ready to Plan Your Retirement?

As your financial advisor, Protect Your Wealth will support your success by identifying the rate of return needed to accomplish your retirement goals and making it the foundation of your investment strategy.

Our goal is to provide the personalized financial advice you need to achieve the retirement you deserve. Let us do the challenging work of researching the financial markets and recommending the solutions that meet your needs. For a free, no-obligation discussion of your future objectives, contact Protect Your Wealth today at 1-877-654-6119.