Carolyn Butler
1725 16th Ave, Suite 101 L4B 0B3 Richmond Hill, ON, Canada

Want to stay up to date with the most important finance industry trends? Read our blog posts on our website!

Ready to chart a clear path to your dreams? Schedule a free Q & A call today to get started.

Planning for retirement is vital to a wealth management plan. Click here to see the 5 most common retirement mistakes and how to fix them.

Do you feel lost when planning out your financial future? If so, you're not alone! We're here to help you create a roadmap that leads to confidence and clarity. Schedule a free Q & A call to get started.

Get started now! Set up a consultation with us today.

There is no roadmap to retirement. Risk is always present even if we don’t always feel it.

My extensive experience in the industry has allowed me to develop a diverse portfolio of clients. I have been fortunate to deal with a wide variety of people in all different life stages, with portfolios from $50,000 to $50,000,000.

My clients know that I will provide any help I possibly can, which is likely why most of my clients have been with me for over 10 years, with a few being over 24 years.

Are you worried about your retirement and interested in exploring if an LPF could be right for you? I can help. Schedule an appointment by calling or emailing me today.

Let us serve you! Schedule an appointment by calling or emailing us!

The Oxford Dictionary defines "client" as: "A person who is under the protection and patronage of another." That is precisely how I view my clientsthey are in my care.

My relationship with my clients is holistic in nature. Over the years I have found that being a good advisor isn’t just about knowledge it’s about service.

Risk/Reward is part of every decision. Risk is always present even if we don’t always feel it. Balancing the upside and downside is the real essence of risk management.

You may be considering making contributions to both but are not quite clear on the differences between an RRSP and a TFSA. https://argosy-carolynbutler.ca//rrsp-and-tfsa-contributio

For incorporated business owners, IPPs offer an array of tax-saving strategies and can be a critical tool to mitigate your tax burden. http://ow.ly/hTfg50Dzqy2

Unlike many in this industry, the size of your portfolio does not dictate the level of service you receive from me. I believe Canadians should have access to expert financial advice, and not only at RRSP time. http://ow.ly/QY9z50DzqxS

My clients are not only clients, they are like my extended family. http://ow.ly/33U450DzqxG