Because each financial situation is unique, we require a personal consultation with you to assess your financial health and plan a custom strategy. Our team will go over your goals, and you will receive a clear and concise plan ready for implementation. We encourage you to browse our website and contact us for your personal consultation. With associate offices across Canada, the JJ Neely Tax and Advisory Group is ready to serve you, wherever you are!
Some Important Questions:
- Why should I avoid having Life and Disability Insurance with a bank, associations and/or credit card companies?
- How can I utilize Life Insurance to increase my retirement income?
- How can having a parent as a shareholder increase my retirement income?
- What are the opportunities to income split when my new spouse is not a shareholder?
- Should I take my CPP at age 60, 65 or 70?
- How can I avoid the Old Age Security claw-back?
- Should I purchase RRSPs, TFSAs, or should I purchase an Individual Pension Plan with twice the contribution room or just have my corporation invest its retained earnings?
John Neely and his team at JJ Neely Tax and Advisory Group are certified financial planners. Here are the various designation definitions (taken from authorized membership sources):
CFP: Certified Financial Planner registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice.
TEP (STEP): The Society of Trust and Estate Practitioners is the leading worldwide international organization for trust and estate professionals and members are by definition the most experiences and senior practitioners in the field.
FMA: Financial Management AdvisorTM is an advanced financial planning designation. It provides in-depth knowledge of the wealth management process; estate and tax planning and the evaluation of managed products for high net-worth clients.
FCSI: Fellow of the Canadian Securities Institute represents individual integrity and unrivaled professionalism of the Canadian Securities Institute. It is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. It is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry.