Home
About Us
Our Team
Philip Boland
Michelle Apollinaro
Bernard Szeto – iAPW
Lisa Suddard
Maria Lucci
Elias Avalos
Keisha Maingot
Financial Planning
Our Process
Investments
Estate Planning
Insurance
Personal Insurance
Client Profile
Blog
Contact
Hamburg
Hamburg
New York
Mon - Fri : 9:00 a.m – 5:00 p.m
647-288-1394
Mon - Fri 9:00 a.m – 5:00 p.m
+34-354-5468-8
Account LogIn
lisa.suddard@iainvestia.ca
Home
About Us
Our Team
Philip Boland
Michelle Apollinaro
Bernard Szeto – iAPW
Lisa Suddard
Maria Lucci
Elias Avalos
Keisha Maingot
Financial Planning
Our Process
Investments
Estate Planning
Insurance
Personal Insurance
Client Profile
Blog
Contact
Tag
Portfolio
Retiree
Investing
/
Portfolio
A client that is almost approaching 10 years from their retirement. Their savings is a combination of registered and non-registered accounts. Their focus is retaining their current income levels for the future.