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Our Process

  • Consultation
  • Initial Financial Review
  • Recommendations and Discussion
  • Financial Plan
  • Implementation of the Financial Plan
  • Regular Reviews

What is Financial Planning?

  • Financial planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.
  • As your Financial Advisor, we will work with you to create a plan that includes insurance and investment products and is flexible enough to meet your changing needs.
  • The first step to achieving financial security is creating a strong Financial Plan. We will work together to prepare a plan that helps you:
  • Prepare for a secure, comfortable retirement or seek to minimize your current taxes
  • Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
  • Provide for your loved ones or heirs in the event of death, disability or critical illness
  • Seek to protect your business and your employees through affordable benefits