The Top 10 Questions Clients Ask Us
In this episode, Paul & William discuss the top 10 questions they get asked by clients.
Join us as we discuss some of the top concerns on the minds of our clients and help provide actionable insights on these common financial concerns.
Questions covered include:
- Is it better for me to contribute to an RRSP or TFSA?
- Do I have enough to retire?
- How do Registered Education Savings Plans (RESPs) work?
- When should I take OAS & CPP?
- Can I use joint ownership to avoid probate?
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The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
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