McGrath Tenpenny Wealth Management Group

McGrath Tenpenny Wealth Management Group 1. Fee-Only Financial Planning As Certified Financial Planners with over 25 years of experience, we are able to offer a fee-only Financial Planning Service that solves the following questions: How much do I need to save to achieve my desired level of retirement savings? How can I ensure that what I have saved will last me in my retirement? How will other income sources such as OAS, CPP and personal pension plans support my retirement? What is the most tax efficient way to save for and then to withdraw an income for my retirement? Is my current investment strategy correctly positioned to support my future income goals? Using the latest financial planning software in conjunction with over 25 years of experience creating and implementing plans for families and business owners, we offer a one stop solution that will answer the one question all Canadians have about their Retirement: How will I achieve a financially secure retirement? Presented live in our Burlington boardroom and then later bound for future reference and use, your new Financial Plan will serve as a road map for successfully saving for a happy and confident retirement.

Address: 5500 North Service Road, Suite 500, Burlington, ON L7L 6W6 Canada

Phone: +1 289 288 2427
FAX: +1 289 288 2436