You are more experienced now, your bank account is larger, and it is easier to think further ahead. Paying next month’s bills is not as stressful as it used to be. However, while paying the mortgage might not keep you up at night, planning for the next few years might cause some tossing and turning.
How will you pay for your son’s private high school? Your daughter’s violin lessons are getting expensive too. What about your aging mother who may need to move in with you? And your spouse just told you they might lose their job.
At this stage in life, you may feel crunched between the responsibility of taking care of your children and your aging parents.
You are not alone.
Advisors at Open View Wealth Advisory can help you prioritize your goals and create a path for you to achieve them. As your financial position becomes more advanced, more possibilities may present themselves – some of which you may never have considered.
Below are the services and a few plans we offer.
Services we offer:
Investments - ACPI
Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car. You’re not a fan of auto-pilot on commercial flights. You prefer to know that an...
Retirement Planning
For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the age of 60.* Whether you have already established a...
Your Child's Education
First you were putting on their diapers. Then you walked them to their kindergarten classroom. You helped them with their math homework. You listened to their loud music through the walls. Are you...
Plans we offer:
Mutual Funds
Today there are over 16,000 mutual funds available across Canada. In order to assist our clients with creating quality portfolios, we use sophisticated database software to select only those mutual funds that...
TFSA
A Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the account are not deductible for...
RRSP
A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law partner can establish and contribute into until...
RESP
Registered Education Savings Plans are education savings plans that grow tax-free until the child is ready for university, college or a vocational institute. The student usually pays little or no tax on...
Investment products offered by Aligned Capital Partners Inc.
