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Financial Advisor
Helping You Achieve Your Goals and Dreams Financial planning is more than just numbers. To me, it's the people and dreams behind the figures that matter the most. As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. Life is a journey, so is financial planning… Since 1998, Gabe Orday, Financial Planning Advisor has been providing financial planning advice to individuals and families across Southern and Central Ontario including Peterborough Lakefield, Lindsay, Port Hope, Oshawa, Brampton, Waterdown, Milton, Norwood, Kingston and Ottawa. Whether it is for purchasing your first home, retirement planning, estate planning, saving for your children's education, or setting up a tax effective income stream, I can help you reach your goals. With my high standards and customized approach, I can help you live your life with the confidence that you have an effective comprehensive financial plan in place. I know that money is important and choosing the right financial advisor is a major decision. When you make that first step and become a client, I promise that our whole team will have your best interests at heart. You will be entrusting your financial wealth to a dedicated and enthusiastic team of professionals, this I guarantee.
View published source ↗What is a Financial Advisor?
A Financial Advisor is an accredited individual who acts as a financial coach, or is sometimes referred to as a personal C.F.O. Our role is to understand our clients, and their financial goals and dreams. It involves doing a thorough financial analysis, and then creating a strategy to reach those goals. Each year your progress is reviewed, and adjustments, if necessary are made. It is often said that when it comes to finances, most people don't plan to fail, but fail to plan. Our role as Financial Advisors is to help you set meaningful goals, and to provide clarity about your financial future. As trusted Advisors, we are committed to your success. Many people think that Financial Advisors simply "sell" investments. Nothing could be further from the truth. While the right investment strategy is an important "piece" of a Financial Plan , and must be customized to each client’s situation, financial success depends more on the right behavior towards disciplined saving and investing.
View published source ↗Our beliefs:
Without a financial plan and long-term perspective, financial decisions are driven by ad hoc emotional considerations rather than logic. Most investors do not have the time, temperament or training to manage all aspects of their personal financial affairs. On occasion, a willingness to stand apart from the crowd is essential for investment success. A balanced approach to investments is the only way to reduce overall risk and increase rates of return. Reviewing an investment portfolio on an annual basis is critical to the implementation of an on-going financial plan.
View published source ↗Planning For the Road Ahead
Whether you are saving to buy your first home, or are the owner of several businesses with United States tax planning issues, financial planning should be important to you. Many of my clients have fantastic lawyers and accountants, but those professionals may not be aware of opportunities that are not specific to their field of expertise. It is my belief that every client should have a financial plan. However, I also believe that it is prudent to meet with my clients other professionals to ensure everyone is on the same page. It is not my role to advise my clients on legal or accounting issues. However, it is my responsibility to identify opportunities and risks, some of which need to be addressed through working with their existing professionals. Planning is especially important if you are a business owner. Should you be taking dividends or a salary? Are holding company funds invested in a tax efficient manner? The planning I am able to offer a client with the help of United Financial, a division of CI Private Counsel LP, is truly unparalleled in the industry. This can involve looking outside the box, and seeing what structural changes can be made. Often, corporate reorganization can be a way to multiply capital gains exemptions, increase tax efficiency, allow for purification and succession, and even provide for the smooth transfer of assets to the next generation through trust implementation.
View published source ↗Office Address
165 Sherbrooke Street Suite 5 Peterborough, Ontario K9J 2N2 Canada
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