1.866.697.5800 1 Holiday Street, West Tower, Suite 530 Pointe-Claire, Quebec H9R 5N3
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Six mistakes retirees make with their finances

  1. Investing as though you are still working
  2. Not guaranteeing your basic income needs
  3. Not protecting yourself and your nest egg from significant market drops
  4. Not paying attention to ALL of your portfolio costs
  5. Not knowing how to avoid paying tax on investment income
  6. Not knowing how much liquidity you actually need in retirement

Call us at 1.866.697.5800 or 514.6975800 to let us show you how we can help.

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