1. First I get to know you, your financial situation and your needs. By understanding your personal financial situation I can design a full personal financial plan customized to your unique situation. 2. I will develop a financial strategy to identify savings for retirement, children’s education, charitable initiatives, estate and tax planning and insurance needs including life, disability, critical illness and long term care. 3. We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lives as well as in the investment markets, tax laws and economic realities. I am committed to ensuring your plan stays current and that it addresses all your needs and keeps you in the best financial position possible. CONTACT US TODAY FOR AN APPOINTMENT
Published content areas
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Steps:Our ProcessSmall BusinessWhat you can expect as we develop a successful working relationship:
Evidence-backed planning topics
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Steps:
1. First I get to know you, your financial situation and your needs. By understanding your personal financial situation I can design a full personal financial plan customized to your unique situation. 2. I will develop a financial strategy to identify savings for retirement, children’s education, charitable initiatives, estate and tax planning and insurance needs including life, disability, critical illness and long term care. 3. We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lives as well as in the investment markets, tax laws and economic realities. I am committed to ensuring your plan stays current and that it addresses all your needs and keeps you in the best financial position possible. CONTACT US TODAY FOR AN APPOINTMENT
Financial independence is unique and dynamic to each individual. It is more than just numbers. My goal is to simplify the process and improve your lifestyle needs.
Small business owners face a unique set of challenges where the lines are often blurred between business requirements and personal financial goals. Unfortunately, many owners are too busy running their business to worry about personal financial planning. The following are some issues that we will discuss with business owners: Employee Group RRSP -pre-tax deductions directly contributed into a RRSP Employee Group Benefits -medical, dental, disability, life Insurance Financial Planning -payment of salary vs dividends -retirement savings Tax Planning -incorporation -income splitting with family members -capital gains exemption -charitable donations -partnership or Shareholder agreements Estate Planning -will and probate planning -business succession planning -sale of the business -estate freezes Insurance Planning -insurance needs assessment -structuring a policy CONTACT US TODAY FOR AN APPOINTMENT Insurance products and services are provided through Assante Estate and Insurance Services
What you can expect as we develop a successful working relationship:
Amongst my greatest strengths I bring to clients relationships is my knowledge, integrity and my commitment to exceptional service. My practice is based on a commitment to honest dependable client service. I will help you to preserve the wealth you have worked so hard to create. CONTACT US TODAY FOR AN APPOINTMENT You can trust that I will consistently and responsibly act as your advisor, putting your interests first Treat you with respect, honesty and dignity Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame Explain the implications of the strategies I propose Update you by email, mail and phone Meet with you regularly to review your personal financial policy statement
