- 1 City Centre Dr 10th Floor Mississauga, ON
- trevor@planwithtrevor.ca
Planning
Benefits and retirement savings plans can help you attract and retain employees and give them resources to help improve their physical, financial and mental wellbeing. I can help you determine what kind of plan will work for your employees and your business.
There’s a lot to think about when you’re building a financial plan. Sometimes, you need help putting all the pieces together. That’s what I do. Today is a great day to start thinking about your financial plan.
Life insurance can give you the confidence to know you’re taking care of your final expenses or are leaving a legacy behind. It may even help protect the lifestyle of those you love. Life insurance is important if there are people who depend on you financially. You can use it to help protect the people that you love and, in some cases, grow your wealth.
Segregated funds invest in a variety of stocks and bonds. They’re different than mutual funds. They offer unique protection features that are only available through insurance companies. They’re a great way to save for your retirement and investment goals.
Whether you’re buying your first home and are looking for flexible payment options or are refinancing to help free up money for renovations, there’s a mortgage designed to meet your needs. We’ll work together with a mortgage professional to find the mortgage that fits best with your financial plan.
A registered retirement income fund (RRIF) is like a registered retirement savings plan (RRSP) in reverse – it requires you take minimum annual withdrawals from your savings to help fund your retirement. Access your money when you need it, for whatever you need it, once you retire.
Registered retirement savings plans (RRSPs) are still one of the most popular ways to save for your retirement. Contributions are tax-deductible and taxes are deferred until you withdraw your money.