So what does a retirement clarity call entail?
The call is about 15 minutes and here are some of my goals:
- You can ask me any questions on investing and retirement planning that have been lingering in your head
- You get a few tips and hints on how to accelerate your savings and save on taxes
- You have a better understanding of where you are now and where you want to be
- You get a better sense if your investments are helping your goals or doing more harm
- You get a better understanding if your current Investment Advisor truly understands your unique needs
- You start dreaming about retirement (Hope they are sweet dreams!)
What happens after the retirement call?
If we think we could benefit from working together, we would schedule our first full meeting. If not, we shake hands and go our separate way.
In the first meeting we would begin taking you thought the I CARE Process.
This sounds great, how do I connect with you? Well there are a few options:
- Fill out the contact form below
- Send me an email: richard.skeels@cibc.com
- Give me a call: (416) 594-8674
- Write me a letter:
Attn: Richard Skeels
CIBC Wood Gundy
181 Bay Street - Suite 600
Toronto, ON
M5J 2T3
- If you're a pilot for Jazz or Porter and you fly out of CYTZ :
I fly out of CYTZ so you can try to contact me on 118.2 (Just joking, don't actually do that!)
- Connect with me on LinkedIn
I'm not looking for retirement clarity. But I wouldn't mind knowing more about you and what you do