Saving for retirement
Providing for post-secondary education
Ensuring your family’s financial security
Building wealth
Minimizing taxes
Leaving an estate for your heirs
Advocis (the Canadian Association of Financial Planners) recommends six key steps to the financial planning process.
Clarify your current financial position
Identify measurable goals and objectives
Identify financial barriers or issues
Provide alternative solutions to create a strategy
Implement the strategy
Periodically review and adjust the plan
Our proprietary 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.
If you’d like to start working towards your financial goals with a properly designed financial plan, please contact me directly by email at Doug Wright or by phone at (613) 798-4229. Remember, the earlier we can begin the process, the easier it will be to achieve your goals