Investments: Investment Topics 2

Investment Topics

Here are different investment areas where we can be of service to our clients:

  • Planning and saving for retirement
  • Turning my retirement savings into an income
  • Making my investments more tax efficient
  • Turning the sale of my home into an income
  • Saving for a child or grandchild's education
  • Investing any unproductive savings held in the bank
  • Advice on severance, pension or retirement packages
  • Investing an inheritance
  • Investing to bypass or reduce probate tax and legal costs upon death
  • Building a properly balanced portfolio
  • Advice on RRSP's held at work
  • Consolidating my investments to one advisor

Plater Financial Inc.
265 Front St. N.
Suite 506
Sarnia ON N7T 7X1
By appointment only
Email: Click here.
Phone: (519) 383-5138
Toll Free: 1-866-822-8514
Fax: (519) 337-2303