Retirement Planning
Our customized approach to planning and portfolio development is backed by the industry's leading financial planning software, NaviPlan, a sophisticated financial tool designed for advisors who deal with complex scenarios. We combine personal consultation with this leading edge technology so that you have access to the best of all possible resources. Whatever legacy you are working to create, your portfolio must support the attainment of that legacy with an asset mix and risk profile that fits you and your lifestyle - at every stage of life.
The most important aspect of any portfolio is fit. Fit with your current needs, fit with your risk profile, and fit with your ultimate objectives. When a portfolio is out of alignment in even one of these areas, your comfort, security and peace of mind will suffer.
Because fit is so important, YourLegacy.ca staff take the necessary time with you upfront to ensure we understand what makes up your best fit in a personal portfolio. As your needs change and we get to know you better, we'll make alterations to ensure that your portfolio is always tailored to you and based on your specific objectives.
For access to update/view your personal client information for your portfolio, please click the Client Login button up above, which takes you to the secure portal. You will be prompted for your user name and password. Should you need assistance at any time, please do not hesitate to contact us!
Can I manage my assets after I'm gone?
A common concern from clients is how they can ensure their assets are managed effectively after they’re gone.
This is especially beneficial if you're concerned about the age or spending habits of the people you're leaving money to.
The answer lies in life insurance.
It doesn't have to be a lump sum—life insurance can be structured to distribute payments over time, ensuring the funds are spent responsibly and last longer.