The Fournier Montgomery Group - Oakville ScotiaMcLeod - financial planning

By: The Fournier Montgomery Group  09-12-2011
Keywords: Financial Planning, wealth management, Wealth Management Team

The foundation of our client commitment is to have a real understanding of your needs and goals, and then build you a customized solutions to achieve them.  These recommended solutions will guide all retirement, estate, tax, investment, and education planning decisions integrated with your overall financial strategy.  It is this of strategy that will ensure you are in the right position to help achieve your financial goals.

The Fournier Montgomery Wealth Management team specializes in working with clients to design and implement strategies for their financial future.  This includes developing a cohesive total financial solution, including financial planning, estate planning, planned giving, borrowing and banking.

The key to success in financial planning is to develop your plan, implement it and review it regularly to ensure that it reflects all changes in your personal circumstances.

Ensure that your assets will be distributed according to your wishes – consider both the financial and administrative implications.

We can assist you in determining the insurance solution that's right for you and your family. The protection of assets and income is often an important financial goal for clients.

By structuring the right mix of investments for your portfolio, you can pay less tax while ensuring optimal returns.

Make sure you have enough assets and income to enjoy the kind of retirement life you've been hoping for.

The information on this website is intended for residents of Canada only.

Keywords: Financial Planning, wealth management, Wealth Management Team

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Other products and services from The Fournier Montgomery Group


The Fournier Montgomery Group - Oakville ScotiaMcLeod - estate planning

To give you general information on estate planning and some of the issues you need to consider, we offer our Practical Perspectives on Estate Planning Handbook. The financial component deals with the assets that you have and whether they will be sufficient to provide for your beneficiaries once they are distributed.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - retirement planning

The Fournier-Montgomery Wealth Management team offers a Retirement Planning Handbook designed to provide an overview of the retirement planning process and the steps you can take to make sure you have done everything you can to plan for your retirement years.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - in our community

Members of the group, together with their families, have been active participants in the annual Relay for Life event since the first year that the fundraising event was introduced in Oakville. In addition, Andy is involved with general fundraising, sponsorship for low-income families that can?t afford to send their children, and is also the current Chair of the Board of Directors.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - our services

A documented investment strategy that is based on a thorough assessment of your individual needs and guides portfolio monitoring and recommendations. We review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan. We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group.