Jean Ouellette

Financial Security Advisor
Investment Representative

With all the noise of what's required to have a comfortable retirement, dentist, professors, and government professionals have never been more confused. In my role as a financial security advisor and investment representative, I work with dentists, professors, and government professionals who are in their mid-careers thinking of retirement and are looking for a comfortable and secure retirement. I eliminate the noise.

We come to a point in our lives and start thinking about retirement. Then, we start wondering if we have enough in our investments to retire. First, I help by maximizing their retirement by developing a plan to meet their goals. Retirement goals differ person-to-person and yours need to fit your retirement plan.

I have over 20 years experience administering pension plans for various employers advising/assisting members in the process of retirement. I understand what's important in retirement and succession planning, so I can help you make sure that the processes are followed in realizing your choices. Now, I adapt plans that can help accommodate the various lifestyles within a client's lifetime in the most profitable and tax-efficient manner. I do this by always considering their wealth through:

  1. Accumulation
  2. Growing
  3. Preserving and
  4. Transferring Wealth

When you have a plan in place, YOU have a direction!

REER

Cotiser à un régime enregistré d’épargne-retraite (REER) demeure l’un des moyens les plus répandus d’épargne en vue de la retraite. Les cotisations sont déductibles du revenu imposable et l’imposition est reportée jusqu’à ce que vous retiriez votre argent.

Coordonnées

Communiquez avec moi dès aujourd’hui pour en savoir plus.

Recent Posts

REER et CELI : Quelle option me convient le mieux?

janv. 20, 2022 - Canada Vie

Découvrez en quoi ces deux options d’épargne se distinguent...

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Comment définir vos résolutions financières pour la nouvelle année

janv. 01, 2022 - Canada Vie

Vous cherchez une résolution du Nouvel An? Considérez vos objectifs financiers comme faisant partie de votre programme pour 2022...

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