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.