The Critical 10
The decade straddling retirement is crucial to your financial comfort. Investment decisions made at this time can have a significant impact on your lifestyle. Accordingly, those 10 years are critical from an advice and planning perspective.
No matter the age at which you choose to retire, this guidebook can help you walk through key questions regarding your portfolio, estate and tax planning needs as well as philanthropic giving plans—one year at a time. This reference guide has been published as a tool to help you organize your thinking and help with the sequencing of key financial decisions.
We’ve included questions to ask, things to measure, and strategies to consider in conversation with my team of associates at Richardson GMP.
Contact us to get your copy.
Tax & Estate Planning
Organize all your estate information in one place. Contact us to receive a copy of our Estate record keeper.
Solar Flow Through
Solar Flow-Through Fund ("Solar Flow-Through”) is a Limited Partnership formed to develop and operate solar photovoltaic (solar PV) power generation projects in the province of Ontario, Canada.
The Partnership’s Investment Objective is to provide investors with favourable income tax benefits during the development phases of solar PV projects, followed by steady and attractive income once commercial operations begin.