Boulos Financial Group

Managing General Agent

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Retirement Landscape

Concentration of Assets

Wealth Transfer

Impact on Savings and Wealth

Impact on Retirement Readiness

The Need for Financial Advice will only Increase

Low Interest Rates

Higher Allocation to Equities

Challenge – U.S. Study

Challenge – Canadian Study


Demographics

Learn about Canada’s population demographics, the average age of retirees, and who is still not retired.
Demographics

Landscape

How does getting ready for retirement look like today?
What is available and what still works?
Landscape

Retirement Solution

How will you build your investment portfolio to get ready for retirement? View our solutions and portfolio results.
Retirement Solution


Robert Boulos
Managing General Partner

Contact Us

Do not hesitate to contact us:
514-448-9080
marketing@boulos.net
Contact Us

Roger Boulos
Managing General Partner
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