FINANCIAL PLANNING – Identifies, organizes and prioritizes your financial goals, investments and other assets then outlines the steps you need to achieve them.
A financial plan provides a very practical framework for what you do with your money, taking into consideration your goals, circumstances and personal investment style. These considerations can change over time, so plans should be reviewed regularly to ensure your financial plan is still relevant, accurate and current for your goals and needs.
Our Blue Fox Financial financial planners offer:
Retirement Planning
Our most popular personal service. We assist you in addressing when you want to retire, how much you want to spend and how much you want for your kids/heirs/beneficiaries.
Income Tax Planning & Annual Tax Return Preparation
Can you reduce the amount of tax that you are paying? Should you contribute to an RRSP or should you invest in capital gains producing investments outside your RRSP? How should you manage your investment portfolio to take advantage of tax preferential income?
Investment Planning & Monitoring
Can you reduce the amount of tax that you are paying? Should you contribute to an RRSP or should you invest in capital gains producing investments outside your RRSP? How should you manage your investment portfolio to take advantage of tax preferential income?
Insurance Planning
Do you need insurance (life, disability, critical illness, long term care)? If so, how much and what kind of insurance? Who should own the insurance (you, your company, your spouse or children)? What are the risks involved and how can you evaluate your personal needs?
Estate Planning
What size of an estate do you want to leave? How do you get it to your beneficiaries as quickly and as easily as possible? Will there be enough in the estate to pay the taxes? Can you reduce the taxes that you pay on your death? Can you reduce the taxes for your heirs?
Contact Blue Fox Financial to find out more and see if this option is right for you.
Blue Fox Financial 