Getting help with financial advice makes $ and sense!

Courtenay advisor helps provide peace of mind around your finances now and toward retirement

Navigating the world of investments, RRSPs, TFSAs, term deposits and other retirement or financial growth vehicles can be tricky, and you may not be in a position to gamble on making the right choices.

That’s where working with an experienced advisor can provide you with peace of mind.

“There’s so many opportunities out there that it can be difficult for the average person to know the best ways to invest,” says consultant Stu Tunheim with IG Wealth Management in Courtenay. “Maybe their investment portfolio isn’t as diversified as it could be, or it doesn’t reflect the timeline they’re hoping for in terms of being able to retire comfortably. Or maybe they’re not maximizing their tax efficiencies. We’re able to help people fix problems and strengthen their plan in areas where it might be weaker.”

So how do you get started?

If you’re unsure about what to do to ensure long-term financial well-being, IG Wealth Management has a tool to help get you started. The IG Living Plan Snapshot is an online check-in designed to give you a better idea if you’re on track to meet your financial goals.

What are your goals for retirement?

When it comes to planning for your retirement, getting started – no matter how far off the end of your working life happens to be – is one of the most important things you can do, Tunheim says. Whether you envision having more time to travel, connect with extended family, or discover new hobbies in and around the Comox Valley, having confidence that your plan will allow for that can make the years leading up to retirement less stressful as well.

Working within your comfort zone

Whether you’re a a first-time investor or someone who has been putting money away for years, everyone has their own degree or aversion to risk. Advisors with IG Wealth Management are experienced with investors of all kinds and work to ensure you’re comfortable with where your hard-earned money is placed. Younger investors or those who plan to continue working for some time might choose a more aggressive plan that focuses on growth, while others may prefer more guaranteed options that limit risk in times of market volatility.

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Sitting down with an advisor and learning about the options available to help you get where you want to go is a good way to boost your financial literacy, Tunheim says. To find out more or book an appointment, email him at stu.tunheim@investorsgroup.com or call 250-338-7811.

Investors Group Financial Services Inc.

Trademarks, including IG Wealth Management, are owned by IGM Financial Inc. and licensed to its subsidiary corporations. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Stu Tunheim is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant.

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