Together we step into the future with confidence.

Investment Planning

Investment Planning involves investment vehicles based on your future goals, risk tolerance, time horizon, as well as priorities.

At Stepright Capital Planning we take advantage of tax-deferred and tax-free tools such as the Registered Retirement Savings Plan (RRSPs) and Tax-Free Savings Accounts (TFSAs), and work with you to carefully consider Asset Allocation and Investment Selection, to help you meet your goals.

When appropriate, we utilize an Investment Policy Statement with clients. We help you articulate your goals, time horizon, constraints, accounts and investment vehicles to be used, frequency of contact, fees, and benchmarks to be utilized in measuring your progress.

We can help you find the right tools for investments to reach your goals.