Get a better idea of where your money goes by creating a personal cash flow statement.
Calculate what you own and what you owe - an important step in planning your financial future.
Your Investor Profile
Understanding yourself as an investor is important when creating an effective investment portfolio.
Start Education Planning Now
See how saving early can make a significant difference.
Tax Benefits of an RESP
Discover how tax sheltered growth in an RESP can build a post-secondary school education fund for your children.
Inflation & Retirement Income
Estimate how much more income you will need at retirement to maintain the standard of living that you have today.
Will the Money Last?
Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation.
Calculate your RRIF payment and see how long the funds will last.
TFSA vs RRSP
Find out how your marginal tax rate, and whether you invest or spend your RRSP tax refund, affects the growth of your TFSA or RRSP.
Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth.
Cost of Waiting to Invest
See how much more you will have in your retirement fund if you start investing now.
Real Rate of Return
This tool determines the real rate of return on a taxable investment after taking taxes and inflation into account, and illustrates what the investment will be worth, in after tax dollars.
RRSP Tax Savings
Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings.
TFSA vs Taxable Investment
Discover the tax-free growth advantage of investing in a TFSA instead of a taxable investment.
Estimate the taxes you owe based on your taxable income and the province you live in.
Senior investment advisor Claudia Weisser and her team offer personalized and professional wealth management services to high net worth families in and around the city of Dorval, Montreal.
We take great pride in the work we do on behalf of our clients and our ability to work closely throughout every step of our client's financial journey. Our team's combined experience and rigor for excellence allow us to create family's strategic plans based on their unique financial situation.
Our team is made up of professionals that are extremely well versed and familiar with a wide range of financial strategies. Our goal is to create the best experience for all of our clients.
It is our pleasure to go over and above the regular call of duty to ensure that every client of our's is well managed and satisfied with our services.
Do not hesitate to contact us at any of our social networks and we will be in touch with you immediately!