What can ProInvest Financial Inc. do for you?
If you are a pre-retiree, we can help you assess your situation, identify your goals and explain your options. Together, we will develop and implement a personalized action plan that meets your needs and objectives.
Our aim: your financial independence.
Among the areas we will cover in our planning sessions:
- Creation of an investment policy
- Tax Management
- Retirement Planning
- Creative Insurance Solutions
- Legacy Planning