Planning for your financial future is an ongoing process.
This is the basic structure of how we find the best solutions for your individual needs:

1. We ask questions to determine where you are currently at in your financial plan.

2. You tell us how you would like your life to look in the future.

3. Our team finds options that help you achieve your goals.

4. We discuss our findings with you and make recommendations for your decisions.

5. We act on your instructions to get the plan in motion.

6. We have regular reviews and adjust the plan as your life progresses.

Will you be ready to retire when the time comes?

Only 27% of Canadians will be prepared to retire with a reasonable standard of living. Will you be one of them? By age 65, the majority of the population (53%) either need to work or require financial assistance. This is surprising considering that 70% of Canadians have a RRSP, pension, or both. At Singer Olfert Financial Group it is our passion and our goal that our clients be financially secure at retirement. Retirement plans vary in their effectiveness; just having any RRSP does not guarantee security at retirement. You need to make your money grow at a rate that will benefit you in years to come. We help you select products that are appropriate for your individual situation and risk tolerance.