RRSP, TFSA, Estate Planning
At Numo, we believe that starting to plan for retirement early and consistently, even in small ways, can make a big difference over the course of your working years. Starting to invest for retirement in your twenties creates good habits early on and creates a solid portfolio foundation throughout your career and family growth.
Are we meeting you not so early in life? Not a problem. Our advisors can audit your current portfolio and finances and create a short-term financial plan to help pivot your retirement savings plan.
RRSP
Deductible, tax sheltered account using pre tax dollars for investing.
Non-registered investments
Corporate investment accounts and non-registered investment accounts.
TFSA
Tax sheltered accounts using post tax dollars for investing.
Estate Planning
Tax minimization for wealth transfers within families or charitable giving
“For the last few years Brady Carpenter has been assisting me with planning my financial present and future. He is highly knowledgable, focused on what is best for me, and most importantly, he listens to what I want and helps me establish goals. Ever since Brady has been helping me, I have felt confident that I am maximizing my financial potential. I strongly recommend Brady’s services to anybody looking to plan for their financial future.”
– MM