Thank you for attending our seminar.
We hope it gave you valuable insights to help you feel more confident about your retirement planning.
Your answers suggest there are key areas in your retirement plan that need attention and that you likely have questions that haven’t been fully answered. Now is a good time to check in with your financial advisor to make sure you have a plan that truly supports your needs.
If you don’t have an advisor, or if you’re not sure you’re getting the guidance and support you need, we’re happy to help you explore your options.
We offer a Complimentary Consultation, a 15-minute phone conversation, to help you figure out if working with us makes sense. If we’re not the right fit, we’ll refer you to someone we trust who might be.
Who We Work Best With
Our wealth management approach is designed for people who:
Want a long-term, strategic plan for their retirement.
Have complex financial needs beyond basic investment management.
Prefer a team of experts to guide them through tax strategies, estate planning, and retirement income planning.
Have $1M+ in investable assets and want a dedicated, highly personalized service.
If you’re not quite there yet, we’d be happy to introduce you to a trusted professional who specializes in serving your specific needs.
Vanessa Benedict
CIM, CIFP, BSc(Hons)
Wealth Advisor, Lead Portfolio Manager