Williamsburg Financial Centre - One Team. One Goal. Your Success!
Starting Your Life Together on the Right Path

Getting Married means new expenses, a new sharing of financial responsibilities and financial goals, and each partner comes into the marriage with their own ideas and priorities.  How do you successfully merge these two ways of thinking?  A financial planner can help establish your new budget, discuss how to set common financial goals, and get you started on the right path to a bright future.   Most couples will want to work towards buying a house, and a financial expert can help this dream become a reality. 

 
How Much Will I Have at Retirement?

Canadians have several options to save for retirement.  The questions are - How Much do I need?  Where am I best to invest?  How do I save for tomorrow and still have money for today? 

A financial planning expert is best to coach you so you feel well informed and able to put together a plan you can live with that will give you the quality of life for today, and tomorrow. 

As for how much?  The general rule of thumb is that we will need 60-70% of today's income at retirement, as we usually have less debt by this time, and fewer expenses. 

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Welcome!


We invite you to visit our new location

centrally located at

31 Margaret Ave. in downtown Kitchener.