Tom Cooney B.Comm, CFP®, CLU®, CPCA, R.F.P.®
Senior Wealth Advisor
Does your investment advisor meet all of your wealth management needs?
I think Chris Hadfield, retired astronaut and first Canadian to walk in space, has it right. Achieving one's goals is a team project. It requires a partnership with others who are skilled, trustworthy and dedicated to working together to accomplish great things. In wealth planning, it is all about realizing the level of financial success that provides one with the ability to live life on their own terms. It is about preparing for a variety of possible scenarios to protect one's lifestyle. It is about encouraging those who are closest to oneself to learn about responsible financial stewardship. It is about enjoying life to the fullest, making a difference in the lives of those in one's own circle and carving out a lasting impact on the world in a way that's in alignment with one's own personal values.
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