facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
COVID-19 Office Update Thumbnail

COVID-19 Office Update

COVID 19 Announcement

We want to assure you that it is business as usual for us, and we continue to provide the advice and support that our clients have come to expect, and now need more than ever.  We are able to conduct every aspect of our business with the help of technology.  We will be happy to set up a meeting with an advisor, whether you are an existing client or someone new to us looking for help or someone to talk to. At this time our office is conducting both virtual and in person meetings.  If you prefer an in person meeting be assured that the appropriate COVID-19 safety protocol will be followed.  We want you to know that we are here for you.  To find out more about our thoughts on this situation, visit our blog which is found under the Insights tab.  Most importantly, remain healthy and strong.

.

The Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.

Use Manulife's NaviPlan tool to learn more.

Learn More

The Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

Use Manulife's NaviPlan tool to learn more.

Learn More

The Education Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?

Use Manulife's NaviPlan tool to learn more.

Learn More


Use of these tools does not replace a comprehensive financial plan. There are numerous factors such as government benefits, taxation, life expectancy and lifestyle that will impact the calculator results differently.

Topline Financial Advisors

Welcome to Topline Financial Advisors, we're here to help!

Our firm can be compensated in three different formats depending on the services we provide to you:

  • A fee for service based on a percentage of assets we manage for you
  • A rate schedule for financial planning services
  • In some instances, financial institutions compensate us for implementing client solutions, like life insurance, through their company.

In every situation, we take the time to fully explain exactly how we are paid. We would be happy to discuss with you further.

It is never too early or too late to formulate a plan. You have a better chance of reaching your goals (be they education planning, budgeting, major purchase planning or retirement/estate planning, etc.) by formulating and implementing a strategy.

The answer to this can be different for each individual. Factors such as current and future income sources and levels, marginal income tax rates now and at time of withdrawal, objective/timeframe for use of the investment and other factors, the answer could be RRSP, TFSA or in some cases, both.

Have a different question?

Contact Us