Financial Clarity,
Tailored for You
Retirement Planning
A comfortable retirement starts with clear financial goals and consistent contributions. By leveraging RRSPs, Tax-Free Savings Accounts, and Segregated Mutual Funds, your savings are strategically put to work. With a personalized financial plan and a diversified portfolio, a secure and fulfilling retirement is within reach.
Estate Planning
Proper estate planning ensures your assets transfer to loved ones without delays or unnecessary taxes. Without a will, the province decides how your estate is divided. Establishing powers of attorney and clear life plans offers peace of mind, protecting your wishes in case of illness or incapacity.
Life Insurance
Life insurance provides security for loved ones in the event of a premature death, but it’s just as crucial to plan for illnesses or injuries that can lead to financial strain. A thorough risk analysis ensures you have the right coverage while avoiding unnecessary costs.
Wealth Management
Effective wealth management involves minimizing taxes and maximizing gains. Strategies include tax credits, RRSP contributions, income splitting, and charitable giving. Christine helps craft a portfolio tailored to your financial goals and risk tolerance, ensuring long-term growth and stability.
Your Financial Partner Through Every Stage of Life
With over three decades of experience, Christine M. Joly, CFP, CLU, empowers families to achieve their financial goals with confidence.
Building Wealth &
Peace of Mind
Credentials Ensure
You’re in Expert Hands
Certified Financial Planner (CFP)
An internationally recognized designation demonstrating mastery in financial planning, ethics, and continuing education.
Chartered Life Underwriter (CLU)
The gold standard in estate and insurance planning, requiring years of study and a deep understanding of taxation, retirement, and risk management.
Meet
Christine
With over 30 years of experience, Christine Joly, CFP, CLU, has been a trusted partner to families navigating their financial futures. Known for her expertise in estate planning, retirement strategies, and wealth management, Christine brings clarity and confidence to every step of your financial journey.
Schedule a Consultation.
Take the First Step Toward Peace of Mind.