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RRSP and Retirement Planning

Retirement planning is about first establishing your goals and objectives. One needs to establish the amount you can set aside for your contributions and try to contribute monthly if possible. This not only makes it easier to budget for, but also makes use of a strategy known as dollar cost averaging, which can provide more stable earnings on your investments with the potential for higher returns. The sooner you start, the more money you will have at retirement.

If you are approaching or are already retired, you need to consider the many investment options available to you. Your investment strategy needs to match your income requirements, years you want that income and any estate plans you may have. Canopy Insurance Services can help you find the solutions you need, to establish and make your plans work for you through flexible investment options while maximizing guarantees you have available to you.

Canopy Insurance Services has developed a unique business model that is in the client’s best interest. We do not represent nor does any single investment firm, Life Insurance Company, Bank or Trust Company bias us. We do however have access to virtually all products and focus on scouring the market to find the best product to match our customized solutions.

At our first meeting, we get to know each other. Our planners make you feel comfortable by listening carefully to your goals and personal situation. A detailed financial plan is developed which will help you reach your goals and provide financial peace of mind.

We would be pleased to meet with you to do a full review of your retirement objectives. If you have any questions or would like to engage our services, please call or write us today.