Retire with Dignity & Independence
"When designing a successful wealth and protection plan, integration is a critical factor. Each piece of your plan is a fundamental part and when put together, constitutes a whole. When I work with people who have workplace savings plans, my planning process involves the integration of their personal savings plans and government plans as well. All three are required to work together to enjoy a successful outcome which is a retirement filled with dignity and independence."
Connect with Us
Dave Kudsia, CFP
Certified Financial Planner
Manulife Securities Incorporated
Phone: 519-822-2073 ext. 102
Dave Kudsia, CFP, Hons. B. Comm.
Is Your Retirement Plan Important to You?
To determine if you are ready to start planning for your retirement, please fill out our short questionnaire called the Identifier.
Here are a few frequently asked questions about our services followed by answers to give you clarity on what we do for our clients.