Smarter Financial Planning

Smarter Financial Planning Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding

Studying the market pays off for savvy couple with 12% gains and 'bulletproof retirement strategy'
05/09/2022

Studying the market pays off for savvy couple with 12% gains and 'bulletproof retirement strategy'

Leo and Rose have spent many years studying capital markets and have achieved an astonishing 12.4 per cent average growth rate with investments, almost entirely in North American stocks they have researched and follow closely.

It’s been a challenging few weeks.  I am tempted to grab the generous gains of the past two years and put the money unde...
03/16/2022

It’s been a challenging few weeks. I am tempted to grab the generous gains of the past two years and put the money under the mattress for a rainy day.

It’s been a challenging few weeks. I am tempted to grab the generous gains of the past two years and put the money under the mattress for a rainy day.

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Kelowna, BC
V1Y0C4

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+12364204090

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