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Investments
Administered by: Greg Oliver, Associate of
Equity Associates Inc.
When it comes to explaining investing and
retirement planning, it is impossible to narrow it down to
one page. However, the two main questions that everyone should
ask are:
1. How much do I need to retire?
2. How do I get there?
The answers to these questions are different
for everyone, but I can help you understand them and work
toward attaining your financial goal. The bottom line is that
you have to trust the person with whom you are dealing, when
it comes to your money. If you are currently comfortable dealing
with me for insurance, you can rest assured that I apply the
same moral standard and accountability toward financial planning.
Similar to insurance, my job is to choose
the best company and/or product for your situation, and to
explain the difference in how they are managed. I am able
to deal with any Mutual Fund Company that operates in Ontario.
However, I primarily deal with:
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Aim/Trimark |
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AIC |
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AGF |
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Fidelity |
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C.I. |
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Dynamic |
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Templeton |
Some of the products I can offer are:
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Mutual Funds |
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R.R.S.P.'s |
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R.R.I.F.'s |
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Group R.R.S.P.'s |
I would like to thank my present customers
and welcome any new prospective clients to call me should
you wish to have your business reviewed. You can reach me
in the Stirling office at 705-653-4022. Please see
our contacts page for map and directions.
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