1 invest – Retirement

Following is some info on retirement. Please contact us if you have any questions.

3Nov-24

Managing Finances When Retired

Enjoy your retirement knowing you have more than enough to do what you want.

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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.

Posted By Info @ 1 investCategory: About, Pre-retirement, RetirementComments: Comments Off

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

Retirement

Managing Finances When Retired

Both Stages of Life

FAQ

Investments Managed

Retirement Managed

Don't just take our word for it - see what our customers are saying:

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

Investments Managed

Retirement Managed