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Your financial future starts with Mindset Wealth

Proper Wealth Accumulation, Capital Preservation and Income Distribution planning will help you leave a legacy for your family.Your financial future begins with a straightforward conversation with one of our investment professionals. This conversation is all about YOU.

Depending on your plans, aspirations and financial priorities, we’ll design a personalized investment plan that will help you:

  • Grow your savings for retirement, future education costs or other planned expenses;
  • Protect your wealth from capital loss and inflation;
  • Plan for a comfortable retirement;
  • Provide for your family or create a personal legacy or;
  • A combination of all four

Most of us evolve through three general stages of financial priorities; we can help you develop specific, targeted strategies for each one.

Wealth accumulation

Whether you’re saving for a major purchase or laying the groundwork for a comfortable retirement, we’ll help you make wise investment decisions. We’ll keep you informed about how market fluctuations are affecting your investments, and we’ll provide you with tax-efficient strategies to grow your wealth.

Capital preservation

You’ve worked hard to accumulate your wealth – we’ll help you protect it from capital loss and inflation so it’s there when you need it. If you’re preparing to start drawing an income from your hard-earned investments, we’ll work with you to develop a plan for doing so in the most tax-efficient manner.

Income distribution

When you’re ready to use your hard-earned assets, we can recommend the best, most tax-efficient strategies available. Whether you’re transferring funds from a Registered Retirement Savings Plan into a Registered Retirement Income Fund or withdrawing funds from an RESP for your child’s education, we’ll help you do so in a way that makes sense for your ultimate objectives.

Come see what your financial future looks like – and start shaping it into what you want it to be. Contact Mindset Wealth today!

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