FI Financial

Group of Companies

Wealth Accumulation and Retirement Planning

 

We provide a free evaluation of your situation and where you're headed. Consideration is given to your current holdings, RRSP's, personal investments, and/or corporate assets. How much you save or invest each year is analyzed together with your projected CPP, OAS or other pension plans, to provide your retirement picture. We can illustrate any rate of return and inflation rate you would like to see. Do you know how you sit at retirement given today's' rates of return and the long term inflation rate?


Download Personnel Fact Form for free Analysis (56 KB *.pdf)

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To receive your resulting positions send to us via fax or mail.


Reference Accounts

References of other professionals and clients available on request.

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