Joshua Bacchus, CPA, CFP®, CLU®
Financial Advisor
Financial Advisor
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We will help you plan your financial needs throughout your lifetime. Your most valuable asset is your healthy ability to earn an income. By helping you select the right combination of life and disability insurance protection and wise investments, we can help you achieve financial success. When you have a mortgage or other large loan, term life insurance or critical illness insurance offers cost-effective ways to cover your outstanding debt if you die or suffer a critical illness.
Family Stage
• With children, your needs change –and reviewing your financial security plan is wise. RESPs offer an excellent vehicle to plan for your children’s educative future, and a low-cost life insurance policy can build cash for school.
Empty-Nest Stage
• When your children go to school or move out independently, it may be time to travel and enjoy your marriage. Perhaps you have wanted to visit Rome or take a university course. We will help you achieve these mid-life goals.
Retirement Stage
•When you’re 50 plus, you may want to partially or fully retire. We will help you assess your options.
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The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered. This content is not intended to provide specific personalized advice, including, without limitation, investment, insurance, financial, legal, accounting or tax advice; and any reference to facts and data provided are from various sources believed to be reliable, but we cannot guarantee they are complete or accurate; and it is intended primarily for Canadian residents only, and the information contained herein is subject to change without notice. References in this Web site to third party goods or services should not be regarded as an endorsement, offer or solicitation of these or any goods or services. Always consult an appropriate professional regarding your particular circumstances before making any financial decision.
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