Investment Products and Accounts
We offer investment products such as:
- Tax Free Savings Accounts
- Registered Education Savings Plans
- Registered Retirement Savings Plans
- Registered Retirement Income Plans
- Group Retirement Savings Plans
- Registered Pension Plans
At W.B. White Financial, we can help you develop a strategy that is designed to help you accumulate retirement assets in a tax-efficient manner ensuring that you will have the resources needed in future years for your Retirement.
We monitor your investments by tracking and analyzing shifts in the market and tax environments and we work closely with you to monitor changes in your life or changes in your assets. A summary of your financial transactions are offered regularly in an accurate and easy to read format.
We recommend meeting with our clients annually (at minimum) to catch up, review their plan and address questions and changes to their objectives.