RESP/RRSP/TFSA and Non-Registered Investments
Preparing for your future requires you to take a step back and look at your life from a bird’s eye view.
Ask yourself these questions: What are my short and long-term financial goals, and do I have an effective financial plan to reach these goals? When should I start saving and investing my money? Am I working for money or is my money growing and working for me? What tax-efficient investment vehicles are available to me?
These are important questions since each of them has an answer of how you will allocate and grow your money.
For Canadian families, a big question is how much it will cost to send your kids to college or university. You can learn the power of a Registered Education Savings Plan and make this investment vehicle as part of your savings strategy.
At Winch and Kat Financial Solutions Inc., we can provide investment strategies and solutions that are customized to your goals and help you establish your financial empire.
For more information, please click the button below.
"Katrina is the best insurance advisor I have ever hoped for! She is professional, upfront with everything, and always looking out for us. She has always responded quickly to all my questions and concerns. When I’ve had life changes..."
"...Overall, I highly recommend Katrina to anyone in need of life, critical illness, disability insurance. She is professional, attentive, and truly cares about her clients. With her expert advice and great attention to detail, you can be assured that you are in good hands and make the right decision that fits your needs and budget."
"I couldn't be happier with Katrina and what she has set my family up for... Katrina was extremely knowledgeable and she provided us a range of options that best suited our situation. I feel safe knowing that if anything were to happen that my family is protected. I highly recommend Katrina and will continue to recommend her to my friends and family."
"With our expertise, experience, and personalized approach, we are committed to helping you achieve your financial goals and secure your family's financial future."
Winch and Kat Madarang
Your Trusted Financial Advisors