The Schultz Group - ScotiaMcLeod Peterborough - financial planning

By: The Schultz Group  09-12-2011
Keywords: Financial Planning, Financial Strategy

The foundation of our

is a real understanding of your needs and goals, and then helping you build 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.

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. 

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

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.

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

ScotiaMcLeod's comprehensive suite of fee based programs delivers on our Client Commitment by proactively addressing the uniqueness of your situation, guiding the creation and implementation of your financial strategy using a systematic process, and applying a disciplined approach to investing with a team of investment specialists. 

Access to the exceptional investment acumen of a personal Portfolio Manager, along with the freedom to spend more of your time on family, career, or other important pursuits.

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

Keywords: Financial Planning, Financial Strategy

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The Schultz Group - ScotiaMcLeod Peterborough - retirement planning

To help you answer this important question, The Schultz Group 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 Schultz Group - ScotiaMcLeod Peterborough - services

Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. To bring our clients' long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy.