Financial Planning

Financial Planning is the difference between being reactive and proactive.   Proper planning keeps you on course in achieving your goals and objectives.

 

The Written Comprehensive Financial Plan

It is your right to be provided with a written comprehensive financial plan which analyzes and identifies any opportunities or shortfalls that may enhance or get in the way of your objectives.

 

Retirement Planning

Some people run into trouble when they have too much or too little taxable income in retirement.  Proper planning can ensure your retirement income is sustainable over your entire lifetime and that the tax burden is spread out efficiently.  You don’t want to run the risk of either extremes – outliving your assets or having your Old Age Security Clawed back!

 

Estate Planning

Be comfortable with how your personal and business assets will be disposed of and with the tax effects that go with it.  It may be important to make sure you fully understand who will receive your assets and how they will receive them.

 

 

 

Contact Michael today to get started on reaching your financial freedom

 

Disclosure

Mandeville Wealth Services Inc../Mandeville Private Client Inc. and the Winged Lion Design are trademarks of Mandeville Holdings Inc.

Nothing on the website shall be construed as an offer to buy or a solicitation of an offer to buy any services or products. Michael Prittie and Mandeville Private Client Inc. are not registered in all jurisdictions and therefore may not be able to effect transactions on behalf of individuals accessing this website.

This website may contain links to third party websites. Such links are provided solely as a convenience to individuals accessing this website and Michael Prittie, Mandeville Private Client Inc. and Mandeville Insurance Services Inc. are not responsible for the content of any linked third party website and do not make any endorsements or representations regarding the content, accuracy or suitability of the content, materials, products or services offered on third party websites.

Mandeville Private Client Inc. is a Member of the Canadian Investor Protection Fund and IIROC.

Know Your Advisor: IIROC AdvisorReport

Insurance products and services are offered by life insurance licensed Financial Advisors through Mandeville Insurance Services Inc.