Below are examples of the strategies and concepts which
Island Choice Wealth Planners can use to help you achieve your goals.
Insurance products & services provided by Island Choice Insurance Brokers.
The Island Choice Wealth Planners Model Portfolios are designed with investor goals in mind. They take into account return goals, risk preferences, and equally importantly, the timeframe in which an investor plans to access their portfolio to fund their lifestyle.
These models incorporate an alternative strategy overseeing risk differently including a tactical investment approach.
For those who prefer their investments be screen for ESG (environment, social, and governance) criteria Island Choice Wealth Planners is happy to help you invest for a better tomorrow.
A holding company can be the best place for a business owner to save for retirement. Both investments and life insurance can provide tax-deferred growth and tax-advantaged or tax-free income in retirement.
These are designed to provide tax free growth, tax free cash flow in retirement, and a tax-free estate.
Replacing the fixed income portion of your portfolio with participating whole life insurance can provide better returns and defer tax for decades.
Is your mortgage interest tax deductible? Converting your mortgage into an investment loan as soon as you have equity available can save you money.
A combined Mortgage, Line of Credit and Chequing in a single account can help simplify your management of your cash flow and save your money on your mortgage.
Learn About how Manulife One can Save Money and Reduce Stress.
Look at your residential real estate as a key component of retirement income
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