Financial Planning

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Put your future in good hands

It’s challenging to predict the future, but that doesn’t mean you can’t be prepared for it.  With a full library of investment products and expert advice to help make sense of them, Wealth by Tandia can help you build a financial plan that’s tailored to your unique financial goals and gets your money working for you. 

Whether you’re saving towards a field trip of your own, looking for your first home, planning your retirement or preparing to protect your estate, Wealth by Tandia can help you prepare for the road ahead.

Financial planning specialties

Our financial planning expertise include:

Investment planning Expand/Collapse

What investment solutions should you choose? What are your cash flow needs, time horizon and desired level of risk and return? Are you better off with a TFSA or RRSP?  Beyond all of that, what tax considerations should be made? An Investment Advisor will work with you to explore these questions and create an investment strategy that makes the most of your money.

Retirement planning Expand/Collapse

Whether you’re preparing to retire in the next few years or it is still decades away, our Wealth Services professionals will sit down with you to devise a strategy that will see you achieve your chosen retirement lifestyle. Have a conversation about RRSPs and if they are worthwhile for participants of a defined benefit pension plan.  Take advantage of a consultation on options presented to you by OMERS, HOOPP or OTPP -- pension plans on which our Investment Advisors are very knowledgeable.  They can also help you determine the best time to apply for CPP, and how to use a Gratuity in your favour.

Tax and estate planning Expand/Collapse

It’s important to minimize taxes and preserve your assets, making sure to balance risk and reward along the way. Get expert tips and advice from an Investment Advisor for added peace of mind.

Get started now

For a better outlook on your financial future, book a no-cost-or-obligation financial planning consultation with our Wealth Services team today -- call 1.844.600.3586.

Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. and Credential Asset Management Inc. and Credential Asset Management Inc. 


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