If you are currently retired or approaching retirement, it is imperative to review and make adjustments to your investment portfolio to take into account your need for a reliable, tax-efficient income stream. The integration of your portfolio with other potential sources of retirement income is thoroughly analyzed in this process.
Common account types are Registered Retirement Income Funds, Locked-In Retirement Accounts (from former pensions), and Non-Registered investment accounts.
As a financial advisor who provides independent financial advice, I am able to select the product and investment company that is the best fit for you.
Investment solutions may include the following:
To learn more about these services, contact Stonehouse Financial today.