Rodney Shirley, PFP, CFP

I am here to assist you in developing a plan based on sound principles and tailored to your unique priorities. Together, we will explore strategies to:

• Attain your goals through use of investments options such as mutual funds and GICs
• Optimize contributions to your RRSP and TFSA
• Maintain alignment with your investment plan
• Effectively manage bonuses, tax refunds, or other significant sums of money.

Let's work collaboratively to help secure your financial success.

If you're approaching retirement, I specialize in crafting a personalized plan tailored to your envisioned retirement lifestyle, using financial planning disciplines that help ensure your financial resources are sustainable. Here are key considerations I can assist you with:

• Evaluating whether your current savings are sufficient for your retirement goals
• Guiding you through financial considerations at ages 65 and 71
• Exploring the advantages and drawbacks of downsizing your home
• Strategizing the optimal timing for Canada Pension Plan (CPP)/Quebec Pension Plan (QPP) withdrawals. 

Let's collaborate to navigate these decisions and to establish a fulfilling retirement for you.