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Bruce Tessier

Tel: 613-938-2440

Address
55 Water Street West
Suite 100
Cornwall, ON
K6J 1A1
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Our Philosophy

Putting Your Financial Plan into Action

You know what your financial goals are and you have outlined a clear route towards achieving those goals. So what's next? Putting your financial plan into action.

Implementing your plan
Proper implementation of your plan is vital if you are to realize your goals. You'll need to make decisions about specific financial products. For example, your plan will outline an asset allocation and diversification strategy so you will need to select the appropriate investments. If your plan has identified that you need additional insurance coverage, you'll need to decide whether Term, Whole Life or Universal Life products are best for your situation. At the same time, you may have conflicting goals, so priorities must be set and trade-offs made.

How I can help
With so many options to consider, it's always worthwhile to get some professional advice. When it comes to selecting financial products you want to make sure that they are the right ones to help you realize your goals. I can review the options for you and recommend those that make sense for your plan. And you may find that you are not able to reach all of your goals at once. Working together, we can sort out your priorities.

If you'd like to move your financial plan from strategy to action, please contact me directly: Bruce Tessier (613) 938-2440.