About You


You are between 40 – 60 years of age and you are not entirely sure your investments are performing well enough to ensure your financial future.

You earn good money today, but that hasn’t always been the case. You haven’t contributed regularly to your RRSP or TFSA and wonder if at your age, it even makes sense to start investing? 

Perhaps you are a small business owner and are just now hitting your stride? Wouldn't it be nice to capture some of the hidden wealth in your business to benefit you and your family?

You may have suffered a significant business setback or investment loss. Up until now, your investment strategy has relied entirely on public market investments including: stocks, bonds, mutual funds and GICs. You aren’t entirely sure your advisor is sharing with you, all the investment options, products and strategies available – and wonder why?

You stress and wonder if you can “catch up” and invest to build the retirement income you need and secure the kind of future you deserve.

Time marches on.


About me


I was you, less than ten years ago.

Thank you for visiting my site.

Bob Carter BA, GBA, CIM


Mission Statement


Catchupinvesting.ca is my personal dedication to help Canadians between 40 - 60 years of age, look beyond the ordinary to find practical and historically successful wealth creation strategies, make up for lost time AND manage risk.