Investment Planning

Investment Planning

Our mission is to simplify the complex world of finance, providing you with clear, concise, and expert advice tailored to your unique financial journey.

Whether it's planning for retirement, managing your estate, or investing in your future, our team is dedicated to crafting personalized strategies that align with your goals and values.

At Innovation Wealth, we believe that everyone deserves access to top-tier financial guidance. That's why we've assembled a team of seasoned professionals who are not just advisors but also your partners in wealth management. 

Investment planning can help you save for that dream vacation, your perfect home, your child’s education, and your retirement.

Our team of Wealth Management experts are here to help you see the big picture and understand your financial situation. We’ll work with you to make sure your future financial needs and goals are met.

Your investment plan should be part of a comprehensive financial plan that answers questions like:

  • Should I spend or save for the future?
  • Should I pay off debt or fund my retirement?
  • Should I focus on long-term or short-term goals?
  • How much do I need to save to meet my goals?

The type of investment plan depends on your financial goals. Whether you are saving for your first house with a First Home Savings Account, your child’s education with a Registered Education Savings Plan or for your retirement with a Registered Retirement Savings Plan, our expert team can offer various strategies to help you reach your goals.

They say the best time to plant a tree was 20 years ago, and the second-best time is now.

They say the best time to plant a tree was 20 years ago, and the second-best time is now. Well, the same goes for saving money!

Starting to save small amounts is like planting seeds for your future financial tree. It may not seem like much at first, but with a little patience and consistency, those tiny seeds can grow into something amazing!

Here are the top benefits of starting your savings journey:

  • Stress Reduction: Knowing you have money saved away can help you rest easy, ready to tackle unexpected expenses. 
  • Compound Interest: The earlier you start, the more your money can grow exponentially, thanks to our friend compound interest. 
  • Budget Mastery: Saving small helps you conquer budgeting. It teaches you discipline and control over your finances, leading to wiser spending decisions.
  • Goal Achievement: Whether it's a vacation, a new gadget, or a comfy retirement, starting small can help you reach big goals.
  • Peace of Mind: Sleep better knowing that you're building a cushion to protect you from the bumpy financial roads ahead. 

Discover how starting to invest early and the power of compounding can significantly boost your RRSP savings. Give our calculator a try! Ready to start saving towards your financial goals? Call or email us to speak to our experts today.


Contact Us