Geoff J. Hahn, CFP, Investment Planning Counsel -Waterloo

Geoff J. Hahn, CFP, Investment Planning Counsel -Waterloo At Investment Planning Counsel, we're committed to helping you live your dream. I have over 28 years of Financial Planning knowledge.

My clients consist of mainly professionals and retirees. It is my role to ensure that all aspects of my clients’ financial goals are achieved using a well-constructed, realistic financial plan that takes into consideration retirement planning, tax saving strategies and estate planning. My knowledge, experience and resources allow me to recommend strategies that include Investment funds, Segregated

funds, annuities and GICs. I also have vast knowledge of insurance solutions and recommend products such as disability insurance, critical illness, long term care, universal life, whole life and term insurance. I also have experience establishing trusts to assist clients with tax planning for future generations. Insurance products, fee for service financial planning and tax preparation services are available through 2402162 Ontario Inc and BridgeForce Financial.

Sometimes we need a little refresher on what's best for investors.
12/15/2020

Sometimes we need a little refresher on what's best for investors.

When markets tanked in March, many investors did exactly what they were supposed to do—stayed the course and in many cases increased their retirement contributions. Many others, however, have made mistakes.

03/17/2020
Not very encouraging news. A financial plan is the most important tool to help you prepare for your retirement. The earl...
11/20/2019

Not very encouraging news. A financial plan is the most important tool to help you prepare for your retirement. The earlier you start, the easier it is. Don't procrastinate!

The latest Sun Life Barometer also found that working Canadians are worried about a comfortable retirement

Is a Fed rate cut on the horizon?
06/25/2019

Is a Fed rate cut on the horizon?

 Print this article   by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada The Federal Reserve (Fed) met last week and

06/12/2019

At STEP Canada’s annual roundtable, the agency also warned about anti-avoidance rules

06/12/2019

Disclaimer: The information contained herein is for AB, BC, MB, NB, NS, NL, ON, PEI, QC and SK residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.

Address

204A-375 University Avenue E
Waterloo, ON
N2K3M7

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15197722500

Website

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