So I have a meeting scheduled with a financial planner (or wealth management or whatever they're calling it) to talk about an investment / retirement strategy. I'm making enough now that it makes good sense for me to start shuffling some of it into an RRSP to defer some taxes, and I figure there may be some other opportunities I might want to avail myself of that will pay off down the line.
What would people suggest I read to educate myself before I go into that meeting?
EDIT: On the wills stuff, I will just anecdotally say that I don't understand why other lawyers even do it. People want a will done for under $1K and the absolute time bomb of professional liability that can accompany it if anything goes wrong just doesn't make any sense to me.
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Last edited by CorsiHockeyLeague; 09-29-2021 at 04:56 PM.
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