Multiple Goals, Multiple Ways to Save Once you can identify your goals, the next step is determining how to best reach them. Like the goals themselves, there’s no one “right” answer for how to do so – the path you choose depends on your unique circumstances and individual preferences.
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Wealthier and Financially Healthier Financial advice is more than just money management and investment advice, and includes benefits like helping you confidently determine your short- and long-term goals and creating strategies to help meet those goals.
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Streamline Your Monthly Bills Are you paying for products or services you don’t fully utilize on a recurring basis? As part of your retirement planning, you may want to review what you’re paying to your various service providers to see if you can save money.
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Email sent from The Walsh Team - wealthplan@kos.net 204 Princess Street Kingston, ONTARIO K7L 1B2 © 2021 Investment Planning Counsel DISCLAIMER: This Report is written by the Investment Planning Counsel, a fully integrated Wealth Management Company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada. Insurance products available through IPC Estate Services Inc. Mortgage Broker Services provided by Invis Inc. (Lic.# ON 10801 / SK 315928) or Mortgage Intelligence Inc. (Lic.# ON 10428 / SK 315857). |