9:00 - 18:00 PM
Financial Planning is part of the Wealth Management Process. It includes a review of your financial situation, a determination of your future goals/dreams and your needs for the present.
Financial Planning is a step-by-step process, which will help you put the plan in place today to meet your financial and lifestyle objectives in the future.
Goals such as post secondary education for your children, a worry-free retirement, a paid off home, owning a cottage or your own business are all achievable. We can help you put the plan in place to make these goals a reality. The younger you are the easier these goals are to achieve. Once we put a plan in place we will help you routinely monitor to make sure that you are on track to meet your final objective. With stock markets swings and day-to-day stresses, it is easy to lose focus. Once you have a plan in place you can stop worrying about watching the stock market going up one day and down the next. You can stop worrying about whether you have enough money for retirement or for your children’s university education or wedding. You can focus your energy on your family, your job or hobbies knowing that the things that are important to you have been taken care of. Putting a plan in place today is the first step to financial freedom.