JUSTIN POIRIER

JUSTIN POIRIER

CPA, CMA, MBA 

Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with JUSTIN POIRIER

If you would like to request an appointment please complete your personal information below.

topics to discuss

Success!

Your appointment registration has been successfully sent!

About —

icon book and glasses

OUR SERVICES: Wealth Management • Group Benefits • Insurance Planning

Justin is a committed and resourceful financial planning professional with over 20 years experience in various areas of finance ranging from Banking, Credit, Accounting, Treasury and Tax. He specializes in helping families and business owners feel confident about their financial plans and group benefits, while answering the bigger questions that are top of mind for Canadians, such as:

FOR FAMILIES
• Am I saving enough for retirement?
• Is my RRSP delivering the returns I need?
• How can I minimize the impacts of market volatility, tax, and inflation?
• Am I in the right asset allocation mix? Is my portfolio appropriately diversified?
• Have I reviewed my risk management strategies – is my family protected?
• What is the most tax efficient way to access my retirement income?
• What clawbacks could I be subject to?
• How can I plan for long-term care and healthcare costs?

FOR BUSINESS OWNERS
• How do I best exit my company when it’s time to retire?
• Are there tax strategies being left on the table?
• Can I get a better group benefits plan for less?
• Have I reviewed my risk management strategies – are my family and business protected?

FOR LEGACY PLANNING
• Will my estate be hit by a large tax liability?
• Will my beneficiaries get everything I intend to leave for them?

Find out what holistic financial planning looks like for you. Book a complimentary review meeting by clicking on "request appointment."

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

general inquiries —

600 - 1111 International Blvd
Burlington, ON L7L 6W1

Get Directions
IG Wealth Management

Request for More subscription

Success!

Your newsletter subscription has been successfully sent!