Updated: May 28, 2021
Clients come to us when they have a big decision to make and are looking for advice (possibly an inheritance, consideration of a large purchase, changes in their business, tax problems, retirement, change in marital status, etc.)
A financial planner will do a 360 degree assessment of your financial affairs and specifically assess and give you a detailed financial plan. This includes financial management, risk management, retirement planning, investment planning, tax planning and estate planning. During the process we will also create a family profile so that everything is understood.
Our services are for all residents of Ontario regardless of income or asset levels. Their income and asset levels can be from "just getting started" to millions of dollars. They live in Ontario and are open to communicate via video conferencing, email and phone. They are looking for unbiased, trustworthy advice and do not want this to be mixed up with investment and / or insurance product sales.
“A financial planner will do a 360 degree assessment of your financial affairs and specifically assess and give you a detailed financial plan.”