Do You Feel……

• In full control of your finances?

• Prepared for a financial Emergency?

• That you have sufficient discretionary income to lead the life you want?

• The people you care about would be financially secure if something were to happen to you?

• You will retire in your desired life-style?

• You will be able to pass along your wealth in a tax effective way?

• There is enough money to pay for post-secondary education for your children/grandchildren?

• Your goals and aspirations are achievable?

• You have financial peace of mind?

How Do I Get Started?

Talking about your finances is a very personal topic. Whether you are exploring your options for the first time or are on route to obtaining your goals, the process remains the same. 

 The Process……

 Step 1 – Review your current situation 

 Step 2 – Identify your goal(s)

 Step 3 – Explore appropriate strategies

 Step 4 – Implement your “personalized” action plan 

 Step 5 – Monitor & adjust (as required)

Call Me To Discuss:

• Tax and estate planning

• Retirement income planning

• Business succession planning

• Investment planning advice

• Cash management

• Charitable giving

• Mortgage and debt management

• Insurance planning

   

  *Insurance products and services are provided through Assante Estate and Insurance Services Inc.