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Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario

Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario
   Retirement and Estate Planning
Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario   As a client, you receive a written Financial Plan. This indicates
what rate of return you need in order to meet your goals.
   RESP, RRSP, RIF, LIRA, TFSA and Corporate account management
- tax efficient asset allocation and income splitting strategies.
Properly plan to avoid OAS claw back.
Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario   Extended Team includes in-house Chartered Accountants and a Lawyer
- complimentary review of your Will and Power of Attorney.
Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario   Calculate and project the after-tax income you need in retirement
and make sure that you don't run out of money.
   Investment Management
Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario   Most important factor is to preserve capital and minimize risk.
Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario   Invest in high quality companies who have shown ongoing growth
and regularly increase their dividends.
Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario   Provide peace of mind through my assets allocation and rebalancing
strategy.
Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario   Use both fundamental economic and technical analysis to select best
in class investments.
Paul Jokel Wealth Advisor and Financial Planner Hamilton Ontario
Pawel Jokel, CIM, PFP
Wealth Advisor, Financial Planner
Tel: 905.546.8702
Cell: 905.516.2009
Fax: 905.546.5300
RBC Dominion Securities Inc.
100 King St. W. Suite 1500
Hamilton, ON L8P 1A2
www.pauljokel.ca
 
"There are ways of paying CRA less and being able
to retire sooner or with much higher income."
Polish Canadians Network
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