Growing your Investments

• Have you had a comprehensive financial plan prepared or updated within the past five years?
• Do you know your current asset allocation and your risk tolerance?
• Do you know the rate of return you’re earning on assets after fees?
• Do you know how much capital you will require to meet your retirement goals?
• Have you reviewed the tax efficiency of your compensation structure?
• Are you income-splitting as effectively as you can to reduce taxes?
• Have you calculated the additional tax credits with an IPP vs an RRSP?
• Are you spending too much time and money on the preparation of investment tax returns?

Creating and maintaining a sound financial plan involves a detailed review of your entire financial picture and proactive recognition of your evolving needs.

At Westgroup Financial Management, we believe the ability to build wealth is a result of diligent implementation of this comprehensive plan in combination with identifying wealth building efficiencies and opportunities.