When you are working full-time, managing your money is easy. Your paycheque came in twice a month from your employer. In retirement, you may need to receive income from 3, 4 even 5 different sources. And which investments should you take from? Your RRSP? Your TFSA? Or should you cash in some of that stock you own?
What are the tax implications for doing so?
At Klyne Financial, I’ll create for you a comprehensive plan that details exactly where your money will come from every year. And we will review it together annually to ensure you’re still on target.
"Mac is a very honest, friendly and approachable financial advisor. He
always has invested our money like it was his own."
Mary Lou and Pat Jordan
"Quite simply, Mac is a great guy all around. He is passionate about finance & because of that he always knows the latest of what's happening. When he doesn't have the answer to something, he works to find the answer & gets back to me as soon as possible. Great service all around."
"Mac is knowledgeable, personable with our best interests at heart. He monitors our portfolio and regularly makes recommendations that align with our investment goals. He has been the best financial adviser we have had over the years.”
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