Achieving your financial goals takes careful planning, consideration and execution. This process enables you to clarify your priorities so you can focus on achieving your objectives. To attain your goals, you need to know where you are today, where you want to go, how you are going to get there, and what you are prepared to do to make sure you reach them. Using our state-of-the-art financial planning tool, Naviplan®, we will be able to determine whether you are on track with meeting your unique, long term goals. If you are on track with meeting your goal, we discuss ways to ensure you stay on track. If you have a shortfall in meeting your goal, we work together to review and implement strategies for reducing or eliminating this. Whether your situation is simple or more complex, this tool provides the analytical engine to create a customized financial plan.
This Financial Plan:
Covers the full financial spectrum (investment, tax, estate, education, insurance and more) to develop a truly integrated plan.
Provides the capability to view side-by-side comparisons of potential strategies, to give you a clearer picture of your options.
Allows you to compare your progress toward your goal on a year-by-year basis.
It is important that every client have a detailed "Plan in Hand” so they know where they are headed. Retirement Income Planning: Can we have our cake and eat it too? When to Retire? Age Matters! Retirement Planning: Can I get back to you on that? Proposals to improve the flexibitlity of RRSPs & RRIFs Saving to Retirement Working Longer Single in Retirement Financial Decision-making: Who will manage your money when you can't? Perfecting the workplace pension: The quest continues Mind your Taxes in Retirement Broadening the Approach to Preparing for Retirement Home Sweet Home or Retirement Nest Egg Where do Canadians plan to retire and why? For more information, please contact us.