What matters to you, matters to me

When was last time you met with your wealth advisor to discuss what is really important to you and why?

Life never sits still. Maybe your personal and financial needs are changing, or life has thrown you a curve ball. Your current financial plan no longer reflects what’s really matters to you, you don’t have a written plan, or maybe your advisor hasn’t reviewed that plan with you for a long time. If you feel this way, you’re not alone.

At Droz Wealth Management Group, all our clients get a written financial plan, and it’s reviewed 2-to-3 times a year. Our purpose is to help our clients understand where they stand and what they need to do to achieve their financial goals and peace of mind.

Perhaps you feel a sense of financial insecurity after losing a loved one, changing jobs or losing money. Or maybe you wonder if you will be able to retire comfortably. Or possibly you are concerned about protecting your family and assets in case of an unforeseen event.

Whatever your concerns may be, they matter to you. That means they matter to me.

My role is to advocate on your behalf at every stage, with every consideration, and to understand the impact of decisions as we work towards alleviating your concerns and achieving your goals. I act as your “Financial Coach,” helping you effectively manage your financial life.

I’m accountable to you and your family and no one else. I also believe that if I do right by you, we both win. You get to live the life that matters to you, and I get to help you get there.

Let’s get started on building your financial future and achieving financial well-being.

Jean-Francois Droz, CIM
Portfolio Manager &
Investment Advisor

 

Contact me at 416-699-4550 or send me an email at jean-francois.droz@rbc.com for a free consultation. You can also click here to send me a question.