Rocky Taetz BA (Hons), EPC

My main goals are to educate families in the area of finance and to share strategies for wealth creation. I have found that the majority of Canadians have not been given the courtesy of time and education needed to navigate their financial future. Many investors are treated as ‘just a number’. Often they are paying high fees, have are not being shown all their options, and are not being given the service they deserve. I am able to assist Canadians with tips on saving money, investment advice & options, 2nd opinions on current investments, ideas to help pay less tax, or avoid fees, retirement planning, Estate Transfer planning, mortgage strategies, ways for retirees to receive additional government benefits, and insurance needs. I help Canadians make wiser, more educated decisions, so they can get ahead financially and gain greater wealth for their futures.