FAQ

 
 

TFSA vs RRsp?

https://insurance-journal.ca/article/a-third-of-canadians-do-not-understand-the-difference-between-a-tfsa-and-rrsp/

Understand the difference between a TFSA and RRSP by speaking with one of our financial advisors. We can help you decide which is the best option.
 

WHy do I need insurance now?

Insurance is far too often thought of when it’s “too late”. Should you pass, your loved ones will be able to pay off the mortgage, keep the car, replace lost income eliminating a financial burden and have the security to continue living their lives worry-free. You may also donate all or a portion to your favorite charity and leave a legacy. Not only that, but there are ways to use dividends in your policy while still alive to add to retirement income. Here at Southlake, we aim to help you understand the ways life insurance can benefit your specific situation.
 

why should i invest with an advisor?

As Financial Advisors, we understand the complexities and intricacies of investments. Our team wants to make your money grow, so all you have to do is enjoy the profits. We are transparent about how we invest your money and are always happy to sit down with you and reevaluate your financial opportunities to see if there are new funds that may be advantageous to you. Market volatility is a specialization we enjoy working with, ensuring your money is in good hands.