GROUP SAVINGS
Do you have dreams and want to plan a project or your retirement?
It starts with good planning and good investments! I have the tools to help you achieve your goals.
Main responsibilities
Advice and support:
Helping you choose the best group savings products (such as pension plans) based on your needs and financial situation. Analyzing your needs, assessing risks and recommending appropriate solutions are the basis of my responsibilities;
Setting up savings plans:
Depending on the different stages of your life, savings plans evolve:
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Tax-Free Savings Account (TFSA)
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Tax-Free Savings Account for First-Time Home Buyers (TFSA)
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Savings account
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Registered Retirement Savings Plan (RRSP)
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Education Savings Plan (RESP)
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Retirement Income Fund (RRIF or LIF)
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Locked-in retirement account or locked-in RRSP
Monitoring and management of your investments
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Monitor the performance of your investments made within the framework of collective savings plans.
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Provide regular reports on the status of their savings.
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Suggest adjustments and strategies based on changes in financial markets or your needs.
For me, it is essential to have knowledge of financial products and to understand the different products, financial markets and investment strategies.
My ability to explain complex financial concepts in a simple and understandable way is undeniable.
