Join Senior Wealth Advisor David Little as we discuss the common concerns of his clients. David primarily works with business owners and professionals who are within five years of retirement and are seeking answers for a peaceful and comfortable retirement. Many of these clients have done a good job of accumulating assets but lack clarity on how to utilize them once they stop working.
According to David, the vast majority of Canadians lack a formalized retirement income plan. This can lead to a precarious situation for those entering retirement without any idea of how their retirement will look, how much income they will have, or how long it will last. David stresses the importance of having a plan in place to provide peace of mind and ensure that retirement is a time of enjoyment and comfort.
David Little is a Senior Wealth Advisor with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
http://www.blueoceansprivatewealth.com
https://www.facebook.com/BlueOceansPrivateWealth
https://www.instagram.com/BueOceansPrivateWealth
https://www.youtube.com/@BlueOceansPrivateWealth
Join Senior Wealth Advisor David Little as we discuss the common concerns of his clients. David primarily works with business owners and professionals who are within five years of retirement and are seeking answers for a peaceful and comfortable retirement. Many of these clients have done a good job of accumulating assets but lack clarity on how to utilize them once they stop working.
According to David, the vast majority of Canadians lack a formalized retirement income plan. This can lead to a precarious situation for those entering retirement without any idea of how their retirement will look, how much income they will have, or how long it will last. David stresses the importance of having a plan in place to provide peace of mind and ensure that retirement is a time of enjoyment and comfort.
David Little is a Senior Wealth Advisor with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
http://www.blueoceansprivatewealth.com
https://www.facebook.com/BlueOceansPrivateWealth
https://www.instagram.com/BueOceansPrivateWealth
https://www.youtube.com/@BlueOceansPrivateWealth