Investments department
Plan your future Financial vision
People with a written financial plan are twice as likely to say they can “live the life they want” and 79% more likely to feel content with their life achievements. Our planning team has specialized financial software which allows us to generate custom-tailored, easy to understand statements of progress. Your reports show your vision is attainable by providing a clear set of action items.
We will work with you to uncover your goals and provide you with clear direction on how to achieve them, with sound plans and FORR strategies. Whether it is planning for retirement, education or funding a major purchase we will have solutions and direction to each objective.
A financial organization and asset review are your first steps. The team constructs a detailed analysis of your current and projected cash flow (income & expenses), net worth (assets & liabilities), current registered and non-registered assets, pensions (savings & investments). Incorporating government programs such as Canada Pension Plans (CPP), and Old Age Security (OAS). If you are looking for wealth management and/or investing & savings plans, contact the experts at Puhl.
There are various saving platforms and investment funds that can help you reach your financial goals.
With the use of FORR, you can get the most from your assets and stay on top of your Personal finances.
CI Direct program is targeted to those who are looking to invest $1,000/month or less for an affordable investment savings plan. The CI Direct plan can also includes TFSAs (Tax-Free Savings Accounts).
- Get planning advice tailored to your goals
- Obtain financial advice on other items from mortgage to insurance
You have worked hard to build your nest egg, and when you are ready to take your retirement income, you may face financial challenges such as outliving your savings, inflation risk, and market volatility. All of which can erode your nest egg and negatively impact your retirement lifestyle.
Our objective is to create mechanisms and planned investments to help achieve strategic financial goals, we align your goals and objectives with a systematic wealth management plan to help you achieve or exceed your designated financial needs.
It is not about getting old, it’s about getting old without experiencing financial difficulties. Applying action to objectives and strategies is tough, but necessary.