Financial Planning

By: The Steele Group Financial & Workplace Services Inc.  16-02-2013
Keywords: Financial Planning & Investments

Our process begins with understanding the unique situation of every client and identifying their long term objectives. The financial planning process is undertaken to create a plan that matches our clients needs and moves towards accomplishing their long term goals, taking into account the financial realities. The most important step in providing clear financial solutions is understanding your needs. When we meet, here’s the information we’ll need for both you and your spouse: Salary or income Investment Statements (RRSP, TFSA, etc.) Insurance amounts/policies Pension information Assets and debts

Keywords: Financial Planning & Investments

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