... through any market or economic condition when having your financial house completely in order will not matter?
No matter how confused recent economic events have been, imagine how much better you would have been if your entire financial affairs had been put in order before it happened?
Our experienced team is available to answer your questions and offer expert advice on Tax Free Savings Accounts and Registered Retirement Savings Plan options.
How much better would you feel, knowing that you have structure, back up and systems in place to get you safely through confusing times and events?
Clients are located from Kingston and surrounding areas to Ottawa and Toronto. They are usually already well established in their own fields/business. Most choose support to help them better organize their financial affairs, simplify their lives, and make sure things get done..
Most need to use their time and energy wisely to get financial priorites in order, get answers, and make the process less frustrating and time consuming. This leaves them lots of time on what's really important to them.
You can expect to see strategies that build and maintain predictable, sustainable, and tax efficient income sources.
You can expect to involve the help of your existing accounting and legal advisors to help build a solid plan. Your investment services will be carefully selected from Canada's largest banks, investment companies, and insurers to make sure that the highest quality of services are in place.
By gathering answers, you will remove the worry and take away the confusion that comes along with decision making around investments and estate planning. That support frees up time for you to spend on the important things in your lives; a simple and effective service.
If you are looking for a way to simplify and improve the quality of your life, and put your financial house in order, contact me for a confidential discussion.