I follow a 6 step process with all my clients:
Step 1 – Identifying your financial objectives and goals.
Step 2 – Gathering your personal and financial information
Step 3 – Analyzing the information
Step 4 – Developing and presenting a plan
Step 5 – Implementing the financial plan
Step 6 – Annually reviewing your plan.
I have been in the financial services industry for more than 16 years and have held my Certified Financial Planner’s® designation since June 2010. My CFP® designation and my years of experience demonstrate that I am qualified in financial and investment planning. I have the knowledge, skill, experience, and ethics to provide you with financial planning strategies and solutions no matter how complex your individual requirement may be.
As an independent I do not represent one company. I work for you. It is my job to understand your options and find you the best products with reputable companies that match your specific financial goals. I provide you with scenarios using different products enabling you to make an informed decision.
When choosing your financial planner, a CFP® designation is your assurance that they have the qualifications set forth by the Financial Planners Standards Council. It is your responsibility to choose a reputable planner and looking for the CFP® designation is your assurance that you are dealing with a professional that adheres to the rules and guidelines set forth by the Financial Planning Canada Standards Council. For more information see http://www.fpcanada.org/.
If you are looking for personal, catered service with an independent broker who will take the time to provide you with sound solutions, contact me via email or give me a call to set up an appointment. We will discuss your options and develop a plan that is right for you.