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Hi, I'm Bobby
I provide financial advice to people I care about
Services
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Human Advice for the Price of a Robot
Canadians pay some of the highest investment costs in the world. Often times you're faced with the choice of high costs for quality advice or low costs for no advice. Worse is if you are paying a high cost and receiving little value. My goal is to provide competent, trustworthy advice for a fraction of the cost you would pay at a large financial institution.
Ever wonder what your future would look like if you..
🏠 paid off your mortgage or saved for retirement?
🍁 took CPP now or delayed taking it?
📊 took dividends from your corporation or a salary?
💸 contributed to your RRSP or a TFSA?
💰 took your pension or received the value and invested it yourself?
⌚ retire now or later?
📈 increased or decreased your RIF withdrawals?
📑 downsized or stayed in your home?
Modeling various scenarios allows you to peak into the future, guiding your actions today to ensure the highest probability of achieving your goals.
A free financial plan is a practical job interview where we get to know each other and see if we would like to work together.
There is no cost or obligation, fill out my 3 minute questionnaire to get started!
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