Specialties: Complete Wealth Management with an emphasis on Retirement and Estate Planning.
I put a wealth of financial planning and investment experience to work. I have over eighteen years of experience as an Investment Advisor, Lawyer, and Life & Disability Insurance Agent. I hold a Bachelor’s Degree in Law from Osgoode Hall and a Masters Degree in Law specializing in Corporate Law from New York University. I firmly believe that one of the most important things I can do for my clients is to help them understand the many investment opportunities that are available to them today.
Six Key Steps for Financial Planning Success
What can a financial plan do for you? Provide a roadmap to achieve financial goals such as:
Saving for retirement
Providing for post-secondary education
Ensuring your family’s financial security
Leaving an estate for your family
Build your plan. Advocis (the Canadian Association of Financial Planners) recommends six key steps to the financial planning process.
1. Clarify your current financial position
2. Identify measurable goals and objectives
3. Identify financial barriers or issues
4. Provide alternative solutions to create a strategy
5. Implement the strategy
6. Periodically review and adjust the plan
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. Remember, the earlier we can begin the process, the easier it will be to achieve your goals.