Investments department

plan your future financial vision

People with a written financial plan are twice as likely to say they can “live the life they want” and 79% more likely to feel content with their life achievements. Our planning team has specialized financial software which allows us to generate custom-tailored, easy to understand statements of progress. Your reports show your vision is attainable by providing a clear set of action items.

We will work with you to uncover your goals and provide you with clear direction on how to achieve them, with sound plans and FORR strategies. Whether it is planning for retirement, education or funding a major purchase we will have solutions and direction to each objective.

A financial organization and asset review are your first steps. The team constructs a detailed analysis of your current and projected cash flow (income & expenses), net worth (assets & liabilities), current registered and non-registered assets, pensions (savings & investments). Incorporating government programs such as Home Buyers Plan (HBP), Lifelong Learning Plans (LLP), Canada Pension Plans (CPP), and Old Age Security (OAS). If you are looking for wealth management and/or investing & savings plans, contact the experts at Puhl.

There are various saving platforms and investment funds that can help you reach your financial goals.

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With the use of FORR, you can get the most from your assets and stay completely on top of your business finances.

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CI Direct / Puhl program is targeted to those who are looking to invest $300/month or less on an affordable savings plan. The CI Direct / Puhl plan also includes TFSAs (Tax-Free Savings Accounts).

  • Get retirement planning advice tailored to your goals
  • Obtain financial advice on other items from mortgage to insurance

DID YOU KNOW? Canadians with employer-sponsored savings plans have 5 and a half times the net worth than those without.

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Puhl Employee Benefits has partnered with Value Partner Investments (VPI) to bring you options to invest your money and improve your financial security for the future. 

VPI clients save over $3.9 Million per year in fees, while investing their own money along with yours, essentially "talking the talk" and "walking the walk". Work with Puhl and VPI to have a transparent channel of communication and have a platform that enables you and your employees to spend responsibly. Choose Puhl and VPI for your group savings plan, schedule a VPI / PUHL Consultation today to see how you and your employees can benefit.

KNOW WHAT YOU OWN AND WHY YOU OWN IT!

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You have worked hard to build your nest egg, and when you are ready to take your retirement income, you may face financial challenges such as outliving your savings, inflation risk, and market volatility. All of which can erode your nest egg and negatively impact your retirement lifestyle.

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Our objective is to create mechanisms and planned investments to help achieve strategic financial goals, we align your goals and objectives with a systematic wealth management plan to help you achieve or exceed your designated financial needs.

It is not about getting old, it’s about getting old without experiencing financial difficulties. Applying action to objectives and strategies is tough, but necessary.

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