Financial Planning, Bradford, ON

Retirement Planning, Made Simple and Easy

Save yourself from burdening the weight of economic instability. Turn to Financial Planning Logic in the greater Toronto area today and start building a strong foundation for your future.

Financial Planning

We face financial uncertainties every day. Stock market values and interest rates swing. Moreover, we need to consider taxes, inflation trends, and debts. However, we can be certain about one thing: the future will come regardless of whether you are financially ready or not.

Roch Beaulieu, CFP, can help you achieve your financial goals by using clear, easy-to-understand financial concepts. He can guide you through the following questions:

  • How much do I save?
  • How much will it cost to live in retirement?
  • How do I generate retirement income?
  • How do I handle the social security and tax burden?
  • How do I protect my family?

As our client, you will receive a comprehensive, results-focused financial income plan that ensures you have every opportunity to attain success.

Do not put off financial planning for a “better time” or when “the time is right.” The truth is it is always better to prepare yourself for the future sooner rather than later. Now is the time to answer the question, “Will I be alright?”

Retirement Planning

Baby boomers have redefined retirement. What does it mean to you? Remember that you can be young without money, but you can't be old without money.

Where will you live? What will you do? What activities will you participate in? Will you have the income? Where will it come from? Do you want it guaranteed? What should you be doing now to ensure your success? Will you be alright? Will your family be alright?

All of these questions need to be answered. Before you know it, retirement is just around the corner. Roch Beaulieu can help you out. The earlier and the more detailed the plan, the more likely you will enjoy your retirement years.

Think about it; many, if not most, go through their working life without any a plan at all and yet they get by. This is because they have a regular income from employment. In retirement, it is a very different story. You will need a secure source of revenue that is stable and worry-free. Planning and thinking ahead is the key.

A crucial aspect of your retirement income is your Canada Pension Plan (CPP) and Old Age Security (OAS). These components are required when constructing a comprehensive retirement income plan. Call 1-800-277-9914 or reach out to Revenue Canada to request your updated statement of pension income. Take note that you will need your social insurance number (SIN) to proceed.

Investment Philosophy

Now is the right time to jumpstart the engine to your success! Keep in mind that a sound and effective investment strategy does not have to be complicated. For your benefit, we use a simple, straightforward, and conservative investment strategy.

Ways to Have a Great Financial Portfolio:

  • Own quality investments
  • Invest regularly
  • Invest for the long term
  • Use professional management
  • Be clear on your objectives
  • Pay attention to taxes

Once your plan is in place, it should only need minor adjustments from time to time.

Decisions on your accounts are made every day. Most days, however, the best move you can make is to do nothing.

We know that Canadians are bombarded with advice and tips from financial commentators, newspaper articles, and other product recommendations daily. Because of this situation, we regularly remind our clients not to let our patience and discipline be viewed as inaction on our part. We are always actively executing the strategy for your success.

Contact Information

Financial Planning Logic

129 Frederick Street Bradford, ON L3Z 1P7
Tel: 905-775-1102
E-Mail: financial.logic@sympatico.ca

Business Hours:
Monday to Friday:  9:00 a.m. – 5:00 p.m.