Terrance Geissler, PFP

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.

I am here to assist you in making sure you have a solid, yet flexible plan in place to handle the changes you may encounter along the way. We can explore topics such as:

• How much do I need to retire?
• Whether you can—or should—retire early
• Understanding your pension choices
• What is your desired lifestyle during retirement? 

Let's collaboratively explore these topics and tailor a plan that aligns with your unique plans and financial objectives.

By assessing your overall financial situation, including income, expenses, and current investments, I can provide strategic recommendations to help minimize the taxes for you and your family. Some of the tax-saving strategies I can assist with include:

• Optimizing tax advantages through registered plans like TFSA or RRSP
• Implementing income splitting strategies with your spouse
• Employing tax-efficient methods for passing assets to your beneficiaries. 

Let's work together to ensure a tax-efficient financial plan tailored to your unique circumstances.