Where should I invest?
We tailor a strategy that aligns with your financial goals
When it comes to the daunting question of “where should I invest?”, you don’t have to face it alone. We understand that navigating the vast investment landscape can be overwhelming, with numerous options and factors to consider. That’s where our experienced financial advisors come in. They use a combination of fact finding and planning software to guide you through the investment journey, helping you identify opportunities, assess risks, and tailor a strategy that aligns with your financial goals. Rest assured, we want you to get to your goals and we have the tools to make it happen.
How are investments chosen?
Simplifying the investment journey
At Myers we believe that finding the right investments for you shouldn’t be a complex or confusing process. Our approach is centered around investor fundamentals, including your risk tolerance, time horizon, and net worth. By gaining insight into these important factors, we can tailor investment strategies that align with your specific needs and goals. Whether you’re a conservative investor seeking stability or a more adventurous investor pursuing growth, our experienced team is dedicated to finding the right products and opportunities that suit your individual circumstances. We simplify the investment journey, providing clarity and guidance every step of the way, so you can confidently build a portfolio that works for you. Trust us to navigate everything from the planning to the implementation.
Why all the acronyms?
Understanding your financial world
We get it. The financial world is filled with confusing acronyms like RRSPs and TFSAs. As financial advisors, even we can’t escape the acronym overload. But what’s more important than what these acronyms stand for is understanding how they work and how they can benefit you.
Let’s cut to the chase. RRSPs (Registered Retirement Savings Plans) are designed to help you save for retirement. Contributions are tax-deductible, and your investments grow tax-free until retirement when withdrawals are subject to taxation. TFSAs (Tax-Free Savings Accounts) allow you to save and invest funds without tax on growth or withdrawals. Contributions are not tax-deductible, but any income or gains earned within the account are entirely tax-free.
Now, the big questions: Where should you invest, and which one should you withdraw from first? Our team of financial advisors can help you navigate these decisions based on your goals, time horizon, and risk tolerance. We’ll guide you towards the right investment opportunities and develop withdrawal strategies that optimize tax efficiency and preserve your wealth.
So, don’t get too hung up on the acronyms. Let’s focus on how RRSPs and TFSAs can work for you. Reach out to our experienced advisors who will demystify the complexities and help you make informed decisions for a secure financial future.
