JUSTIN POIRIER
CPA, CMA, MBA
Consultant
Investors Group Financial Services Inc.
About —
OUR SERVICES: Wealth Management • Insurance Planning • Group Benefits
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 INDIVIDUALS
• What will my retirement paycheck look like?
• How can I maximize returns and minimize the impacts of market volatility, tax, and inflation?
• When is it best to begin CPP and OAS payments and what clawbacks could I be subject to?
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?
• Am I utilizing the full benefit of my group benefits plan?
FOR LEGACY PLANNING
• Will my estate be hit by a large tax liability?
• Will my beneficiaries get everything I intend to leave for them?
• How do I plan for the unexpected?
Find out what holistic financial planning looks like for you and your family. Book a call or coffee via the "request appointment" link above, and let's talk about what matters to you.
A real financial plan
general inquiries —
600 - 1111 International Blvd
Burlington, ON L7L 6W1
Get Directions
Let’s talk —
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