Your children leaving home will likely be a sad occasion, but it can also bring you and your spouse new opportunities. This is a good opportunity to think about how you would want to spend your time in the future. AWealth will help to asses the impact of this change on your circumstances and objectives.
Are all of your children moved out?
Is your current property too big for you? There are many ways to effectively downsize your property and use your remaining equity to build your retirement funds.
Are you properly set up for retirement?
Between your RRSP, TFSA, and your house equity, talk to AWealth to plan the most efficient way to set yourself up for retirement.
*Mutual fund provided by Carte Wealth Management Inc. **Life Insurance products & services provided by Carte Financial Services Inc. and Kabis & Associates Inc. ***Mortgages products & services provided through Dominion Lending Centre Valko Financial Ltd.
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated with your insurance contract.