1 invest – Pre-retirement

Following is some helpful info for pre-retirement. Please contact us if you have any questions.

11Sep-24

Retirement Preparation

Retirement preparation for Canadians involves several key components to ensure a secure and comfortable retirement. Here’s an overview

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5Sep-24

Both Stages of Life

For residents of Ontario, Canada, here are some steps for both stages of life (1) Pre-retirement and (2) Retirement

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25Aug-24

FAQ

Here are answers to the most Frequently Asked Questions (FAQ) we receive.

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Working with Mike Bertram has been a game-changer for my financial future. His ability to translate complex investment strategies into clear, actionable steps gave me the confidence to make informed decisions. Mike’s integrity and deep market insight set him apart—he doesn’t just manage portfolios, he builds long-term financial resilience.

Robert M.

Director of Marketing
@ourfingertips

Mike Bertram has been my go-to investment manager for years. His calm, data-driven approach and commitment to personalized service have helped me navigate both growth opportunities and economic uncertainty. I trust Mike not just with my investments, but with my financial peace of mind.

Jessica L.

Lending Specialist
LinkedIn Profile

Pre-retirement

Retirement Preparation

Both Stages of Life

FAQ

Investments Managed

Retirement Managed

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1 invest is working hard, one customer at a time, to change these concerning statistics:

Investments Managed

Retirement Managed