Together, we'll create a personalized financial plan that’s custom to your needs and lifestyle.
Over several meetings, we’ll explore what’s important to you, the people you care about, and, many other important factors including;
- Your dreams
- Your aspirations
- Your values
- Your motivations
- Your obstacles
- Your financial goals
- Legacy goals
- Current and future life transitions that will impact your plan
Whatever is important to you, is important to me and together we will create a plan that supports all of it.
A plan is so much more than saving money, investing and buying insurance, it’s about what you desire to do or to achieve in life, it helps you figure out where you’re going and how to get there. A plan will help you:
- Prioritize your financial goals and protect yourself along the way, so your dreams are looked after
- Save money to reach your goals
- Organize your finances
- Focus on the big picture
- Worry less about money, get peace of mind
In this process, I consider your life goals
In all the years I’ve worked with successful people, I’ve found that most just want to have confidence in the process and peace of mind as they look to their future. To give you that confidence, I look beyond investment management and consider your life goals.
You’re surrounded by a team of professionals
As part of my practice, I’m backed by a large group of RBC financial professionals to serve you (a financial and estate planning team, insurance team, administrative team, etc.). I have also developed an external group of professionals (accountants, lawyers, insurance experts, etc.) that have helped me implement many aspects of financial & life planning strategies for my clients.
I also partner with your other professional advisors
With your permission, I’ll communicate with your accountant, lawyer and other representatives to makes sure we are all on the same page when it comes to your financial future.
My services help you plan for any scenario:
- Separation or divorce
- Loss of a loved one
- Change in employment
- Starting or selling a business
With all that’s going on in your life and everything you hear in the media, it makes sense to have a "Financial Coach" in your corner, to help you navigate and manage your financial affairs. By giving you a custom strategy and plan, I will provide a framework that helps you better understand your financial situation, so you’re empowered to make the informed decisions. Together, we will achieve what is important to you.
Your financial future is important. Let’s talk about your concerns, your goals, and get you on the path to financial well-being.
Call me at 416-699-4550 or send me an email at firstname.lastname@example.org for a no-obligation consultation. You can also click here if you want to send me a question.