We Take Pride In Helping Our Clients’ Achieve Their Financial Goals
Determining and achieving your financial goals is one of the most important things you can do. Whether you are planning for your children’s education through RESP contributions, planning your retirement with contributions to your RRSP or other investment vehicle, or simply want to put a long term or short term plan in place to ensure you’re on track to your financial goal, we can help you with getting there faster. We can assist with the creation of household budgets and savings plans to ensure your long term plans are accounted for. Having a clear picture of your financial position is one of the first steps in the process. Our process is set out by the Financial Planning Standards Council (FPSC), which oversees and regulates the planning industry by issuing a Certified Financial Planner (CFP) to those individual who make the grade. The process includes:
- Analyze - Build Your Financial Picture – Define Goals
We assess your financial situation and define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. We analyze your assets, liabilities and cash flow, current insurance coverage, and investments and tax strategies.
- Development and Implementation of “Your” Financial Plan
Building your personal financial plan, we offer and table planning recommendations that address your goals, based on the information you provide and ensure there is a clear and easy to understand overview of the strategy while we simultaneously tailor your plan to your personal needs. We then carry out these recommendations and work with the other financial experts in your personal space – such as your attorney or your personal investment consultant or stockbroker.