Financial PLanning
Our financial planning is focused on helping individuals and business owners achieve their financial goals and strengthen their financial security. Challenges always arise in life, but with a well thought out financial plan one can confidently face them.
Personal Financial Planning
Personal financial planning is a methodically based 6 step approach that involves the client in the process as we focus on their goals and from basic money management to leaving a legacy.
The steps are:
- Discuss financial goals with the client
- Gather data/ information on the client including goals
- Analyse information to evaluate current financial status
- Develop and present a financial plan with alternatives and recommendations
- Implement the agreed upon financial recommendations
- Monitor the plan
Our firm offers a full range of personal financial planning services which include:
Money Management
Budget, cash flows, net worth, debt management
Investment Planning
We match your risk appetite to investment for long term growth
Retirement Planning
We offer a review of pension plans and guide you with your RRSP and other areas to match your retirement goals
Estate Planning
We work with a team (attorneys, administrators) to create power of attorney, will, trust to preserve and transfer your assets to the next generation, while maintaining a legacy
Risk Management
We use insurance to assist in risk management for safeguarding of assets and management of liabilities and cash flow
