Route 60™

Family Investment Planning advisors are here to help you reach your destination. There are many places to go, and things to do on your way to retirement and beyond. Route 60™ and Destination Planning create the map to get you there. During this process five major Client Concerns will be addressed:

• Eliminate Debt

  • Organize and Manage Debts
  • Budget Planning



• Educate Children

  • Save for Children's Education
  • Plan for Education
  • Create an Investment Strategy RESP or ITF



• Reduce Taxes

  • Managing Investment Risks
  • Options for Saving and Deferring Taxes: RRSP/RRIF/LIRA
  • Tax Free Savings Accounts
  • Registered Disability Savings



• Retire in Comfort

  • Plan for Retirement 80/10/5
  • How to save for retirement
  • Generating Income while retired
  • Managing Retirement Risks



• Protection of Capital

  • Manage Financial Risks
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Establish and Estate Plan

Your advisor has received extensive training to be your guide and is committed to your success. We realize that everyone has a different destination, Route 60™ is the path that assists in getting you there by focussing on “What’s Important to You”. Ask your advisor for more about Route 60™.