What's Your Financial Path?

Do you know how much money you need to secure your retirement?

Do you know how options like a TFSA, RRSP, ETF, CPP, OAS, GIS, FHSA, RESP, RDSP - or how term, permanent, or disability insurance can get you there?  

Confused yet?  

Deciding where to start and how to chart a clear financial path can feel overwhelming, and many simply don’t get out of the gate. 

• In 2025, 65% of Canadians did not seek financial advice and less than 25% of workers in the private sector had a workplace pension plan. 

• 42% of Canadian parents are uninsured, exposing their families to potentially devastating financial hardship in the event of critical illness, disability or death.

We can help get  you on track . 

Brian Pagan is President of Capital Perspectives, an independent consultancy and licensed financial security advisor providing  insurance, investment, retirement and estate planning solutions.  

Capital Perspectives can help you find your way through the financial maze and put you on the path to securing your future.