Bocking Financial Solutions

• Home
• About Us
  • Neil Bocking
  • Peter Bocking
  • Laurie Selway
  • Testimonials
• Services
  • Money Management
  • Life & Health Insurance
  • Investment Planning
  • Estate & Will Planning
• Banking Products
  • Banking
  • Debt Management
• Companies We Represent
• Newsletter
• Links
• Contact Us

• Are you 25-45 years old? Buying your first home?
• Are you 45 years old? Thinking about long-term planning?
• Not sure who you should speak to? Do you have general questions about your finances?

Investment Planning

As we pass through the different stages in life, most of us want to feel a sense of financial security on our way to achieving financial independence.

That means:

• Increasing your net worth by reducing mortgages and debts
• Accumulating wealth for education, retirement, and lifestyle goals
• Providing an adequate, sustainable, tax efficient retirement income that you won’t outlive
• Preserving the wealth you have spent a lifetime creating for the next generation

It’s never too soon or too late to develop an investment strategy and at Bocking Financial Solutions Inc. we can help you with the process.  For an overview of key considerations when investment planning, please review the articles of interest below courtesy of ‘WealthStyles’ from Manulife Investments.

1. The Benefits of Long Term Investing
2. Protecting Your Legacy
3. Understanding the Benefits of RRSP's
4. Life Begins at 65
5. You're never too young to start.
6. Money in Money Out

How We Can Help

• We are knowledgeable about the government rules and regulations surrounding RESP’s, RRSP’s, RRIF’s, Locked-In Pension Funds including LIRA’s (Locked In Retirement Accounts) and LIF’s (Life Income Funds)
• We offer a wide range of very competitive wealth accumulation and retirement income products including: GIC’s, High Interest Daily Savings Account, Mutual Funds, Segregated Funds, and Annuities
• We work with clients to assess their risk tolerance and design investment portfolios that help achieve their wealth accumulation goals
• We work with clients to help them understand the transition from employment income to retirement income, and build an income strategy that provides adequate, sustainable, tax efficient income for life
• Please click here to see Companies We Represent

*Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund’s simplified prospectus before investing. Mutual fund securities are not guaranteed, their values change frequently and past performance may not be repeated also.