1400 – 360 Main Street
What can a financial plan do for you? Provide a roadmap to achieve financial goals such as:
Advocis (the Canadian Association of Financial Planners) recommends six key steps to the financial planning process.
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 Garett Surcon or by phone at 204 949-8014. Remember, the earlier we can begin the process, the easier it will be to achieve your goals.