Financial Planning

Our service begins with a free consultation which will provide you with an assessment of your current situation and detail areas you should be focusing on. After that, drawing on our expertise in financial planning we'll create a precise plan detailing how you can reach all your financial goals .
You will learn how to:
  Take advantage of retirement savings plans
  Use RRSPs effectively
  Establish an appropriate cash reserve
  Invest new savings
  Develop an educational savings plan for your kids
  Make comfortable decisions about investment risk
  Adjust your current asset allocations
  Protect your goals in case you or your spouse dies
  Determine if you have the correct amount and type of life insurance.
And there's more!
  With independence and the strength of our alliances with many of the financial companies in Canada , we have enormous flexibility in designing a plan and recommending the products that are most appropriate to your needs. In the end, the financial plan is comprehensive, and the advice is objective and timely.
  Reduces the financial worries of providing adequately for you and your family
  Assists you with the difficult decisions required to balance your current lifestyle with your future needs
  Provides you with our time, expertise and discipline necessary to achieve financial independence
  Helps you avoid costly mistakes by being better informed about solutions that fit your unique circumstances
  Provides objectivity to couples and families when consensus is needed to set goals and strategies
  Allows you to draw upon our experience with diverse client needs to develop strategies tailored to your specific situation
  Can provide a long term relationship with financial advisors who will:
  • Monitor your progress
  • Inform you of current issues which may impact your situation
  • Assist you in making changes to your strategies when the need arises
To know more about the program give us a call at 416-283-8899 and one of our friendly customer service representatives will put you in contact with a authorized representative.