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
Looking at retirement
Affluent and legacy driven
Business owners
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
Certain terms and conditions may apply. Contact me for more information.
Office information
