Working with a Certified Financial Planner can help you answer the biggest concerns of professionals when you’re considering or have already entered into retirement. Put your trust in a Calgary asset management professional and let your future unfold with confidence. We’re your guide to investment strategy and when to cash in–based on current investment trends.
With a solid plan of action, we’ll grow your wealth and get your finances future-proofed for whatever might come – whether that’s due to changing investment landscapes or changes in life. Come to us for investment picks, life insurance, or full-scale estate planning. Getting your finances ready to support your dreams is just a part of who we are.
Being able to work as much or as little and on your terms is how PlayCheques helps medical and legal professionals achieve financial independence. We put you in the driver’s seat.
No. Asset management is just a small part of the expertise we offer and perhaps the least important. Financial planning done by a CFP is comprehensive and goal-oriented, whereas asset management is just a small tactic in an overall strategy. Assets under management is a compensation model for financial planners.
How much do you need to have saved for retirement? How can you plan to weather the financial downturns when you’re no longer working? What assets should you draw on first or leave until last? Should you consider an estate freeze?