PRE-RETIREES & RETIREES

Marc Sabourin, B. Comm. (Hons.), CFP

Who I Help: To be the best advisor that I can be, I focus my expertise on employees who are approaching or have recently retired. This has allowed me to narrow my focus and become an expert on the challenges faced by these types of individuals. I’ve become well versed in the pension plans offered by the larger companies in Manitoba.

How I can help: I’ve found that the majority of my clients work with me for two reasons.

  1. They want to ensure they are on track to reach their retirement objectives
  2. They want a tax and investment strategy that keeps more money in their pockets

For a comprehensive list of the services I can offer, see below

Personal Wealth Management Services

Risk Management
  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
Education Planning
  • RESP
Advanced Tax Planning Strategies
  • TFSA
  • RRSP
  • Income Splitting
  • Tax Credits Maximization
  • Personal Tax Reviews
  • Tax-Efficient Investing
Investment Management
  • Portfolio Construction & Management
  • Stocks/Bonds/ETFs/Mutual Funds/GICs
  • Alternatives/Hedge Funds
  • Real Estate Investing
  • Bear Market Investment Strategies
Cash Flow Management
  • Cash Flow Analysis
  • Mortgages
  • Home Equity Line of Credit
Retirement Planning
  • Pension  Analysis
  • CPP/OAS Analysis
  • Retirement Income Projections
  • Investment  Withdrawal  Strategies
Estate Planning
  • Charitable Giving
  • Advice on Trusts
  • Transferring Family Assets
  • Tax Planned Wills