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Our approach to serving clients is pretty clear: your needs always come first.

We strive to build long-term relationships by focusing on ensuring the highest levels of integrity and quality advice. It’s all about helping you succeed by building and preserving your wealth. We invite you to browse through the Retire First site, learn more about our team and our services and contact us at your convenience.

Retire First is a proud member of the Canadian Investors Protection Fund (CIPF) and is an IIROC dealer member.

Active Financial Management

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Active Financial Management

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Welcome to Retire First

    

 

Our focus is primarily on growth at a reasonable price. We prefer to build investment portfolios of individual companies for clients, rather than using mutual funds or pooled accounts with high Management Expense Ratios (MER) that may affect your annual returns. With our approach of active financial management, each portfolio is tailor designed to fit your individual risk tolerance. Individual equities allow for flexibility in investment styles which, in turn, allows for quicker response time to market changes.


Our focus is primarily on growth at a reasonable price. We prefer to build investment portfolios of individual companies for clients, rather than using mutual funds or pooled accounts with high Management Expense Ratios (MER) that may affect your annual returns. With our approach of active financial management, each portfolio is tailor designed to fit your individual risk tolerance. Individual equities allow for flexibility in investment styles which, in turn, allows for quicker response time to market changes.


 

 

 

 

 

 

 

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