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Case Study:

Planning your Retirement

Geordon Ferguson
Faced with having to make a choice between taking a different job within her current company or taking a severance package Mr. and Mrs. Feldner turned to Moneystrat Securities Inc. for advice. Moneystrat's Geordon Ferguson helped the couple to go with the latter, explaining that selling the city home and eliminating the costs associated with working (commuting, lunches, clothing, etc.) provided a substantial increase in their cash flow and that taking advantage of the lump sum payment options on their mortgage would save the clients even more money.

"In January 2007, we moved to Wasaga Beach and realized our retirement dream. For over twenty years, Moneystrat has worked with us to make that dream come true. We can't thank them enough."

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