Financial Planning is provided on a referral basis by Kevin Goldsmith of Harbour Planning Group.
Kevin has 17 years experience assisting in the financial services industry. He emphasizes a planning oriented philosophy to help clients move effectively through their life-cycle.
- Estate Planning
- Helping to efficiently organize the passing of assets to next generation
- Insurance Planning
- Determine needs and implement coverage for life, disability and critical illness insurance
- Investment Planning
- Structure portfolios to achieve various planning goals. Tax efficient investment planning
- Retirement Planning
- Assist with setting goals and developing plans to achieve them
- Cash Flow Planning
- Helping to prepare budgets and tax efficient retirement withdrawal strategies
- Education Planning
- Develop plans to fund children’s education, as well as planning to withdraw the funds efficiently
Kevin Goldsmith B.A., CFP, CLU, CFA
Mutual Funds Provided Through FundEX Investments Inc.