Fabio Ponari Investment Advisor

My goal: To make sure you have enough income to maintain your independence and lifestyle in retirement by creating/managing your investment plan. As an investment advisor, I can help you achieve your financial goals through investing in various accounts such as RRSPs, TFSA, non-registered accounts, and investing in various securities such as Mutual Funds, ETFs, stocks, bonds, segregated fund, etc.

1.     Investment and Asset Management

–      Analysis of your current financial structure

–      Optimizing returns

–      Tailor-made investment portfolio

–      Investment selection aligned with objectives and risk tolerance.

–      Stocks, Mutual Funds, ETFs, Bonds, segregated funds, etc.…

–      Risk Management

–      Monthly market updates

–      Continuous monitoring

2.     Retirement Planning

–      Analysis of retirement needs.

–      Goal setting

–      Retirement income projections

–      CPP/QPP and OAS pensions

–      Budgeting

3.     Investment Tax Strategies

–      Structuring portfolios with a tax efficient method

–      Tax deferral strategies

–      Tax-loss harvesting

–      Income tax strategies such as income splitting, spousal RRSP, and deregistering.

4.   Estate Planning

–      Trusts

–      Insurance Planning

–      Succession Planning

–      Charitable donations

If you are simply looking for a second opinion or are unsure of your current investment plan/portfolio, feel free to contact me for a consultation, at no cost nor obligation.