Pursuit of financial success
BEGINS WITH A PLAN.
Advice tailored to your specific needs.
My role as an advisor is to help you pursue what is important to you. The process involves three main elements. The first is getting to know you—who you are, your tolerance for risk and your goals for the future. Using this discovery in the financial planning process gives us a comprehensive snapshot of your life today.
Second, once we understand who you are and what’s important to you, we will help you analyze your priorities, define your vision for the future and determine the appropriate course of action to meet your goals. Financial planning is a collaborative experience tailored to your personal goals and customized to the complexity of your financial circumstances.
In addition, changes happen in your life, in the markets and in the world, which means your goals will likely change as well—that’s the third key element. When that happens, I can take another snapshot for a new financial plan, which may inform new strategies, as we continue to help you pursue what is important to you
Benefits of wealth planning
- Helps you set and define goals – Retirement planning with us acts like a roadmap for your financial future, balancing your short and long term goals to help your prioritize what is most important to you. These goals many include major purchases, planning your dream retirement or saving wealth for your family and loved ones.
- Prepare for the unexpected – By reviewing and analyzing your current financial position, we can help you prepare for unexpected events in your life. From creating a safety net, ensuring you have the proper protection, to creating various “what if” scenarios.
- Provides financial confidence – Finance can be complicated, but that doesn’t mean your plan has to be. We will walk you through strategies and recommendations to make sure they align with your goals.
- Provides peace of mind – According to FP Canada, 85% of Canadians with a detailed financial plan report higher levels of emotional and financial well being compared to those without a plan. We can help provide you with peace of mind and a sense of security.
More solutions for you
Retirement planning
Long-term care planning
Education planning
Investing
