Financial Planning is not just about investing (investing is only a vehicle used to achieve financial goals). Identifying what your goals and dreams are, and then determining how best to go about accomplishing them is what financial planning is really about.
Whatever your goals and dreams are, ensuring that you have a plan to achieve them is important. Equally important is that you be aware of all of your options. If you aren’t in the business or don’t have the time or interest to devote to your finances, there could be an alternative that you’ve overlooked.
Presenting you with different ideas, different options, is where a Certified Financial Planner can help. In order to be able to present these ideas, some information is needed. Not only about your goals, but also about your present financial picture. Typically, clients bring information about the following:
Loans and mortgage details
Investment and RRSP statements
Work pension plan details
Life insurance documents
Income tax information
If no one has ever sat down with you and looked at all of these things together, chances are indeed good that something has been overlooked. We offer to complete a personalized financial plan that is tailored to meet your goals. What’s more, we’ll do it free of charge. With nothing to lose and so much to gain, we trust that we’ll get the opportunity to meet you very soon.
Do you have questions about your Pension Plan?
Have you received a Pension Plan statement that you don’t fully understand? Do you need some help figuring out your best option in regards to buy-outs or pension choices? Just want to talk about it? Make an appointment to see one of our Wealth Management staff for a free consultation today.
- Kirsty Reid, Vice President, Wealth Management: 604-483-8677
- Scott Kovacs, Certified Financial Planner: 604-483-8684
- Katryna Lawry, Personal Account Manager: 604-483-8654
First Wealth Management:
- Gilles Patenaude, CFP® - Wealth Management Specialist: 604-483-8676
- Barb Cooper – Life Insurance Agent: 604-483-8670
- Randall Smisko, B.Sc. – Life Insurance Agent: 604-483-8682
*Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.