New financial retirement seminar at Camerons Brewery in Oakville Sept 26th at 6:30pm 2024 ($400,000 minimum investable assets).

Wanted to know how a real financial plan work? My name is Brian Poncelet and I am a financial planner and I have helped hundreds of families for over 25 years. The questions I always get is will my money last? What happens if the market crashes in retirement? How can I pay less taxes? […]

New financial retirement seminar at Camerons Brewery in Oakville Sept 26th at 6:30pm 2024 ($400,000 minimum investable assets). Read More »

“Financial advisor” and “financial planner” are not the same

Post credits to Cary List from https://www.investmentexecutive.com/ Canadians are confused — and rightfully so. Anybody licensed to sell any financial product or offer any form of advice that’s related to finances is a “financial advisor.” A vast range of individuals, many of who possess wildly different knowledge, skills and abilities — and in many cases

“Financial advisor” and “financial planner” are not the same Read More »

Scroll to Top