Your investments are the engine through which you power your lifestyle, before and in retirement. Selecting the right products, appropriate to your risk tolerance is a key component in your overall financial plan. However, many Canadians don’t feel confident enough to make these choices on their own.
As a Certified Financial Planner (CFP) professional, I can help you establish a budget and cash flow plan that allows you to invest for the future. I will help you choose investments that grow over time, but that are not excessively risky so that your money will be there when you need it.
A study by the Financial Planning Standards Council found that 81% of people with a comprehensive financial plan felt on track with their financial affairs. This compared to 73% of people who only had limited plans and 44% of people with no plan. People with a comprehensive plan also felt the most secure and less stressed when thinking about their financial situation and their future.
This same study also found that people who worked with a Certified Financial Planner professional compared to a non-certified advisor had a greater sense of financial comfort and well-being and were closer to achieving their life goals. They also reported spending more time and having a longer-lasting relationship with their advisor if that advisor had a CFP designation.
Assante - an exclusive suite of managed portfolios
As a wealth advisor, I can provide best-in-class products and services, which can include Assante’s exclusive managed solutions, as well as thousands of individual mutual funds, wrap programs, cash management solutions, GIC’s and specialty investments.
As an Assante client, you also have exclusive access to the customized Assante Private Client* brand of managed Solutions. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.
Tax-Free Savings Accounts (TFSA's) are an excellent way to grow your investments. Learn about them here.
Contact me to start the discussion.
*Assante Private Client is a division of CI Private Counsel LP.