I Help You To Retire Wealthy: Make More Money Pay Less Tax Protect Your Assets
Retire Wealthy Today TM ~ Toronto Wealth Group
Hello! I am Jeffrey Tam and I custom tailor and maintain the most suitable Retirement Plan for you, and I guide you each step of the way to help you Retire Wealthy. I was the Financial Planner for a large Canadian bank which I have worked for since 1996. I left the bank because I wanted to offer more service and a wider selection of products to my clients.
My client base includes; - Families who are building up their Retirement Funds and Education Funds for their kids. - Investors who desire steady retirement income, and low-volatility in their portfolios. - Retirees who desire to leave a legacy to their adult children and grandchildren. - Small Business owners who want to take money out of their companies Tax-Free.
The types of accounts I manage for my clients include; - TFSA, RESP - RRSP, RRIF, LIRA, LIF - Capital Dividend Account (CDA), Insured Retirement Plan (IRP)
I enjoy discussing your financial goals with you on a one-on-one basis. Please feel free to contact me either by email, or by phone.