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Bruna Kubay, B.A., CFP
Carla Pocobene, CFP
Bruna Kubay
Corri Desaulniers

Tel: 905-570-8810
Toll Free: 1800-267-8331
Fax: 905-570-1183

120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2

Other Locations

910 Queenston Road
Stoney Creek, Ontario
L8G 1B5

275 James street North
Hamilton, Ontario

My Process…what to Expect

1. Gather Important Information-Investment Statements, POA’s, Insurance documents, Annual Pension statements

2. Meet and have an Open Discussion to Discuss Goals and Objectives, Investment Experience both good and bad, future plans, Children, Legacy, Retirement expectations and identify what "keeps you up at night". 

3. Evaluate current situation and analyse your current investments. 

4. Develop comprehensive Financial Plan with realistic rate of return while incorporating your financial goals. This detailed plan will illustrate what your situation is today where you want to be and how to get there

5. Present a collabrative Financial Plan and Investment Proposal.

6. Implement Plan and Action Items on your Financial Plan.

7. Meet to review your first Nesbitt Burns Statement.

8. Ongoing Review of your Investments to make Tactical Changes when the economic climate changes or your personal or financial situation changes.