by Scott Ronalds
I used to be going via an previous advertising and marketing file and located a gem that by no means noticed the sunshine of day. It got here courtesy of a agency we labored with a number of years in the past once we had been performing some pondering round our messaging and worth proposition.
The piece was designed to resonate with Canadians who’re nearing retirement. Particularly, those that are a little bit unsure about their funding decisions and whether or not they’ll be capable of reside the life they need after they cease working.
The imagery was dynamite, in my humble opinion. It’s received a “Three’s Firm” and Jack Tripper vibe, circa 1980. And who doesn’t love a great leisure go well with? The copy learn:
Retirement appeared additional away again then. Fortunately, there’s no mistaken time to begin making the suitable funding choices. Let’s speak about what issues to your investments now, and how one can be certain that your future is as vibrant as your previous.
After talking with hundreds of traders over time, we all know there are quite a lot of Canadians who share the above issues.
Some widespread questions reverberate in our conversations.
Will I’ve sufficient?
- Ought to I be altering my asset combine and investments?
- What’s one of the simplest ways to begin drawing on my portfolio?
- What’s the method of changing my RSP?
- How ought to I view my pension in relation to my general portfolio?
For those who’ve received a sequined jumpsuit and platform heels gathering mud within the closet, you could be asking these similar questions. We wish to let you understand we’re right here to reply them. With no judgement (wardrobe included).
Funding recommendation is a crucial a part of our providing. This consists of steering on retirement pondering and preparation. And in case your scenario requires in-depth modeling, we’ve a community of fee-for-service specialists we are able to refer you to.
Retirement could have appeared additional away again then, however there’s no cause the final third of your life can’t be as vibrant as the primary third with the correct funding footing.
Book a meeting with one in every of our Investor Specialists to debate your scenario.
P.S. For those who’re questioning why we by no means ran the piece, it’s as a result of we don’t spend quite a bit on promoting, which is a part of how we hold our charges low. However with moustaches making a comeback, possibly we have to strike whereas the iron’s sizzling.
We’re not a financial institution.
Which suggests we do not have to speak like one (phew!). Join our E-newsletter and Weblog and be part of the hundreds of different Canadians who recognize the straight items on investing.