I would like to send kudos to Sheldon for his excellent financial assistance when I needed it the most. I had moved my portfolios from a mutual fund company to an online brokerage company and realized that in my retirement I did not have a clue about how to withdraw my money. Sheldon and I had a very good conversation about my budget and how to withdraw money, save taxes and generally go about getting the best bang for my retirement. I would recommend Sheldon in a heartbeat. He is so knowledgeable and patient. We will be talking again in about a year's time to make sure everything is on track.
I enlisted the help of Craig Consulting when I needed support with income flow in retirement. I specifically asked with support in determining the best time to take CPP. Sheldon provided detailed analysis of what my finances would look like in different scenarios in a manner that was easy to understand. He then came up with a plan that would support my goals that I had not even considered. The whole process was easy and worthwhile. I would definitely recommend Craig Consulting.
LP Toronto, Ontario
I reached out to Sheldon because I qualified for disability tax credit, but I had zero idea about setting up my RDSP account and related investments. Sheldon spoke to me over a number of calls and truly understood my financial needs. He helped me set up my RDSP, investment portfolio, financial plan, and made sure that everything was working just right. He also spent a lot of time educating me about how to set up my finances in Canada (especially since I’m an immigrant who has zero knowledge of the Canadian financial ecosystem). His deep knowledge, patience with my unending questions and detailed financial plan, which was perfectly tailored to my needs, have been instrumental in my financial journey.
"I have really enjoyed this process with Sheldon, and am more than happy with the value his work has provided. His detailed and comprehensive analysis has given me a much clearer picture of what my options are for retirement, and I feel I can now move forward with greater confidence. Sheldon has listened well and kept things simple, efficient, and clear for the client, which I have greatly appreciated along with his pleasant and understanding demeanour."