Our specialty is to assist successful individuals and families transition into retirement with the comfort of knowing that a realistic income stream awaits them. This is often from a variety of sources: RRSPs, pensions, business income, non-registered accounts generating dividends and other distributions, etc. We create portfolios of investments with capital preservation in mind, minimizing risk wherever possible. This includes a tactical approach: at times we need to be more conservative and step away from excess valuations... but when opportunities arise to recognize good value. We expect to meet with you 2 or 3 times per year, and of course we contact you if and when the need arises.
Published content areas
These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.
Investing for Income
Evidence-backed planning topics
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Investing for Income
Our specialty is to assist successful individuals and families transition into retirement with the comfort of knowing that a realistic income stream awaits them. This is often from a variety of sources: RRSPs, pensions, business income, non-registered accounts generating dividends and other distributions, etc. We create portfolios of investments with capital preservation in mind, minimizing risk wherever possible. This includes a tactical approach: at times we need to be more conservative and step away from excess valuations... but when opportunities arise to recognize good value. We expect to meet with you 2 or 3 times per year, and of course we contact you if and when the need arises.
