Pinsonneault Financial Services Inc.
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
How we'll work with you
Here at Pinsonneault Financial Services Inc. we take a holistic approach to financial planning.
We will work with you to understand your vision of success. We will spend time to identify your goals, dreams and aspirations.
We will meet to understand your goals. We want to understand where you come from and where you are today.
We will look at the facts. We’ll take a deep dive into your cash flow, budget, income, assets and liabilities.
We will strategize a plan customized for you. We’ll make recommendations for attaining goals while minimizing risks involved.
We will educate and communicate. Once we have a plan in place, we will work together to adapt the strategy to your evolving needs.
Why we're right for you
At PFSI we believe financial planning does not have to eliminate the idea of indulging in something you enjoy. Financial Planning is about having awareness and forethought. This enables you to strategically plan and articulate what you value in life and set out to achieve that.
Clients enjoy working with our team of professionals throughout all life stages. We value the importance of financial freedom but it’s also important to make sure you’re having fun along the way. We have a strong background in:
- retirement planning,
- investment growth and
- protection solutions.
We realize every Client is unique; we’ll work with you in developing customized solutions to fit your needs. Whether you’re a business owner, a family, or just starting out, let’s talk about achieving your goals.
Products and services
Health insurance products
Life insurance products
Mortgage protection insurance
Stay informed
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Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
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