Entrepreneurs (Mr. & Mrs. P)

“We Want to Keep Ahead of Inflation?”

Long-time wealth management clients Mr. and Mrs. P are two of the most creative people you will ever meet. They each own their own business, which enjoy stellar reputations in Vancouver. We recently updated their retirement plan to ensure that they are still on track after the Great Recession. They are. With a retirement planning horizon of more than thirty years, staying ahead of inflation has always been an important part of the P’s retirement plan.

We were able to illustrate to Mr. and Mrs. P that their portfolios will deliver the inflation-adjusted cash flow they need year after year. We have also assisted the P’s in other ways; including reviewing their wills and providing recommendations on their corporate benefit plans.