Investment Advisor and Financial Planner
Toll Free: 800-567-1170
1 rue Holiday
Tour Ouest, Bureau 110
Pointe Claire, QC
The six key steps for financial planning successWhat can a financial plan do for you? Provide a roadmap to achieve financial goals such as:
Building your plan
Advocis (the Canadian Association of Financial Planners) recommends six key steps to the financial planning process.
How to get started
Our sophisticated planning software makes it easy to follow the Advocis recommendations. We can develop a systematic plan designed specifically for you. Your plan will have clearly defined goals, achievable steps and appropriate benchmarks. Note that purchase of financial products comes late in the process and investment vehicles will only be chosen if they can contribute to your goals.
Your next step
If you’d like to start working towards your financial goals with a properly designed financial plan, please contact me directly by email at Michael Labelle or by phone at (514) 428-0889. Remember, the earlier we can begin the process, the easier it will be to achieve your goals.