ONGOING SUPPORT
Ongoing planning helps you avoid pitfalls. From our experience we believe that our clients get the most out of the process, and the best results, with ongoing planning. You are keeping your trusted financial planner on your team and working together to implement your financial plan.
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We strive to provide the following with our on-going support (keeping in mind that finance is psychology, not science):​
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- Organization
- Accountability
- Objectivity
- Proactivity
- Education
- Partnership
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BENEFITS
I reached out to Chris because I was in desperate need of financial advice from someone that is trust worthy and professional, and Chris was definitely able to fulfill that role. On top of that he's also very easy to talk to and is very good at explaining things to someone like me who is a small business owner but don't have much knowledge in finance. Chris was able to help me analyses my financial situation and create a strategy to achieve my goals. There's no doubt in my mind that he is the person I will be coming to next time when I need financial advice again.
Alice X., Toronto, ON
PLANNING IS AN ONGOING PROCESS
Think of...​
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The possibility of future raises and bonuses having a positive impact on the plan
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Investment returns that may differ from assumptions
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Tax rates change each year in January and could create new opportunities
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Benefit rates change each year in January and could create new opportunities
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A future inheritance may create upside
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A higher or lower savings rate (or expenses) may create an opportunity or a risk
