I work with clients to create financial plans designed to lead to a comfortable retirement. In retirement, I help them figure out the most tax efficient way to draw down savings. Estate planning is something I discuss with all my clients as everyone needs to give this consideration.
Lastly, I have a special interest in helping families who have a child with a disability. I have personal experience with this and am happy to help people navigate the RDSP application process and manage their investments.
While we do follow a general formula for onboarding and serving clients, the fact is, it never looks the same for any one client. This is what makes CSR Wealth so valuable to our clients; everyone receives the specialized service they need.