The Top 10 Questions Clients Ask Us

10/10/2023 41 min Episodio 37
The Top 10 Questions Clients Ask Us

Listen "The Top 10 Questions Clients Ask Us"

Episode Synopsis

In this episode, Paul & William discuss the top 10 questions they get asked by clients.Join us as we discuss some of the top concerns on the minds of our clients and help provide actionable insights on these common financial concerns.Questions covered include:Is it better for me to contribute to an RRSP or TFSA?Do I have enough to retire?How do Registered Education Savings Plans (RESPs) work?When should I take OAS & CPP?Can I use joint ownership to avoid probate?Connect With Paul & William:Click here to book a call with PaulClick here to book a call with WilliamConnect with Paul on LinkedinConnect with William on LinkedinFollow William on TwitterRead Paul's blogRead William's blogThe views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.