About YouYou are between 40 - 60 years of age and not entirely confident your investments are structured well enough to ensure your financial future.You earn good money today but that hasn't always been the case.You haven't always contributed to your retirement and tax sheltered investment accounts and wonder if at your age, it makes sense to start? Perhaps you are a small business owner and are just now hitting your stride?You may have experienced divorce, illness, significant business setback or investment loss.Up until ...
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About YouYou are between 40 - 60 years of age and not entirely confident your investments are structured well enough to ensure your financial future.You earn good money today but that hasn't always been the case.You haven't always contributed to your retirement and tax sheltered investment accounts and wonder if at your age, it makes sense to start? Perhaps you are a small business owner and are just now hitting your stride?You may have experienced divorce, illness, significant business setback or investment loss.Up until now, your investment strategy has relied entirely on public market investments including: stocks, bonds, mutual funds and GICs.You're not sure your financial advisor is sharing with you, all the investment options products and strategies available - and wonder why?You stress and wonder if you can "catch up" and build the retirement income you need to secure the kind of future you deserve.Time marches on.About me.I was you; less than ten years ago.
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