VanderBoom Team, Investors Group Finanical Services Inc. on Our Okanagan:

 

 

There are many things that set us apart in the world of financial planning. One main uniqueness is our Team approach. Our clients have four team members working for them and looking after their overall financial plan. As a diverse team that works with a diverse group of clients we can ensure all needs are being looked after in a timely fashion.

Our clients have access to the teams expertise and insight of specialties in advanced financial planning, insurance, mortgages and securities.  We take a proactive interest in helping people achieve their most important financial goals. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning at Investors Group, we help keep them abreast of increasing changes in the financial services industry.

Our planning recommendations go beyond investment choices; they identify:

  • Cash management Solutions
  • Options to save for important life goals such as a granchilds education, a new house or a cottage
  • Retirement Planning Strategies
  • Estate Planning ideas
  • Strategies to minimize your income tax burden


Working with us, you can be confident you'll have the necessary in-depth information you need to make your most important investment decisions. We will take the time to get to know you and devise a written plan that will be tailored specifically for you and will reflect your goals and aspirations. It will be reviewed with you regularly and updated or adjusted to reflect major changes in circumstances or life events.

Now more than ever, you need a financial plan in writing - one that meets your unique needs, keeps you on track and provides important peace of mind.

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VanderBoom Team, Investors Group Finanical Services Inc.

Address 200 - 2899 30th Ave

Vernon, BC
V1T 8G1
(View Map)
Phone (250) 545-9188 x246
Fax (250) 545-3178
Business
Keywords
Financial Services, Investing, LIfe Insurance, Disability Insurance, Criticial Illness Insurance, Group Benefit Plans, Estate Planning, Retirement Planning RRSP, Education Planning RESP, Tax Free Savings Account TFSA, Segregated Funds, Mortgages, Lines of Credit, Stocks and Bonds, Debt Consolidation, Concepts, Guaranteed Investment Funds, Credit
Key Contact Richard VanderBoom, Senior Consultant
Email Richard.VanderBoom@Investorsgroup.com
Website www.investorsgroup.com/consult/richar[...]
Social
Description

 

 

There are many things that set us apart in the world of financial planning. One main uniqueness is our Team approach. Our clients have four team members working for them and looking after their overall financial plan. As a diverse team that works with a diverse group of clients we can ensure all needs are being looked after in a timely fashion.

Our clients have access to the teams expertise and insight of specialties in advanced financial planning, insurance, mortgages and securities.  We take a proactive interest in helping people achieve their most important financial goals. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning at Investors Group, we help keep them abreast of increasing changes in the financial services industry.

Our planning recommendations go beyond investment choices; they identify:

  • Cash management Solutions
  • Options to save for important life goals such as a granchilds education, a new house or a cottage
  • Retirement Planning Strategies
  • Estate Planning ideas
  • Strategies to minimize your income tax burden


Working with us, you can be confident you'll have the necessary in-depth information you need to make your most important investment decisions. We will take the time to get to know you and devise a written plan that will be tailored specifically for you and will reflect your goals and aspirations. It will be reviewed with you regularly and updated or adjusted to reflect major changes in circumstances or life events.

Now more than ever, you need a financial plan in writing - one that meets your unique needs, keeps you on track and provides important peace of mind.

What We Offer

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Jan 18, 2011

2010 RRSP CONTRIBUTION DEADLINE - MARCH 1, 2011

Here’s one dictionaries definition of average: Lacking any extraordinary, untypical, or exceptional characteristic.  Does that describe you? Of course not – you are unique.  Yet, many Canadians will hear the word average a lot as they go about their retirement planning.

They’ll hear things like, “If you are now 30 years old (or 40, 0r 50) you will need to average $X amount in savings and investments for your retirement” and “As you get closer to the average age for retirement, you will need to move all of your investments into safe, but lower-returning, investments.”

The essential flaw in statements like these is that there is no such thing as an average retirement. You are an individual.  Your family’s situation and financial circumstances are unique to you.  Your retirement will be as personal as your fingerprint- different than anyone else’s. So don’t be taken in by the ‘flaw’ of averages – be sure your financial plan is precisely tailored for you alone according to your needs and goals.

But don’t throw away every average because some can be effective as planning tools. Take the average life expectancy, for example: Statistics are clear that, on average, Canadians are living linger. That means you can reasonably expect to live through many years of retirement – so the prudent and practical thing to do is design a financial plan that will deliver the income you need to ensure you will have the retirement lifestyle of your dreams for all your years.

The key is to know exactly what that lifestyle will be – what you want to do in retirement. Then you’ll know how much it will cost and you can begin working on the important financial details that will support that – like organizing sufficient retirement income, tax planning, and your insurance needs in retirement.

Be prepared for change, though. Your life will take directions you can’t see right now – so a flexible plan that is frequently updated is also necessary to reach and retain retirement success.

Sound like a lot of work? Here’s how to make it easier: The Investors Group Retirement Readiness Quiz –at www.investorsgroup.com is designed to give you a head start on your retirement planning. Contact us and we will help develop a plan that ensures your savings and investing levels will match your retirement dreams. And there will be nothing average about it.

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