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Russ MacDonaldRetirement. When the time comes, will you be ready?

You've worked too hard to leave things to chance. It's time for some solid financial advice.

  • 50 percent of households with a plan feel on track to retire when they want – compared to only 22 percent with no plan.*
  • 74 percent feel confident they will have enough money to retire comfortably – compared to just 52 percent of non-advised households.**
It's time to know if you're going to be OK because you don't just want to "get by" in retirement.

I can offer sound planning advice so you can make the most of retirement.

* FPSC, The Value of Financial Planning, 2012
** IFIC, Value of Advice: Report, July 2010

The Value Of Planning Ahead

  • How much money will I need to enjoy a comfortable retirement?
  • Can I afford to help finance my children's education? Will my family be properly looked after if something happens to me?
Partnering with an advisor can help reduce the uncertainty.

In fact, Canadians with a financial security plan are almost twice as likely to feel "on track" with their financial affairs as those who do not.*

I can help you better understand your current financial situation and will work with you to create a customized plan to meet your future needs and goals.

I'll help you make informed decisions and take more control over your financial destiny.

So you can spend less time worrying and more time enjoying what really matters.

Call me at (306) 631-9738 today for your no obligation consultation.

-Russ MacDonald
Heritage Insurance Ltd.

* FPSC, Value of Financial Planning, 2012

Heritage Insurance, Ltd. offers wealth management solutions. Call us at (800) 667-7640 or contact us online to get started.
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Heritage Insurance, Ltd.
100A Fairford Street West
Moose Jaw, SK S6H 1V3

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Phone: (306) 693-7640


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