Jan 06 2016

Happy New Year 2016

Happy New Year 2016

 Happy New Year

……………………. Happy New Year 2016…………..

I have now been in the “financial services” business for over 15 years. From the beginning, most clients sought my advice for a specific need such as “retirement income planning” which typically focused around RRSPs. But “financial services” has evolved and as a Certified Financial Planner, CFP, for over 12 years, my focus has been to offer a “holistic” or comprehensive financial planning” to all clients. These written plans are not only designed to cover investment and retirement income planning but also the following.

  • Cash Management Planning
  • Risk Management Planning
  • Tax Planning
  • Estate Planning

In the area of tax planning, while I am not a “tax preparer” or “accountant”, I can offer basic guidance as well as referrals to qualified individuals I trust. Similarly, in the area of “estate planning”, while I am not a “lawyer”, I can offer basic guidance as well as referrals to qualified individuals I trust.

In an era of poor and non-existent customer service, I strive to stand out with exceptional service. I am available by phone or email virtually 24 x 7 and I even offer “in-home” or “in-office” meetings.

Between meetings, I will continue to send periodic emails to educate you on key financial planning concepts or issues you may be unaware of. Please feel free to forward this email and share with friends, family and work colleagues who you care about. I always appreciate referrals with a personal recommendation from you. I offer no obligation initial meetings in a relaxed but professional atmosphere. No selling involved!

I look forward to “advising you to and through retirement!”.

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