1) “Keeping me motivated and on track with my financial goals” ?
2) “Understanding my personal life and family dynamics” ?
3) Helping clarify broader life values and goals and including teenage or older children in financial planning discussions ?
4) Succession Planning; helping and advising my family how, and when to transfer assets to children?
Lee A. Schaffer, PFP® CIM® FCSI®
Vice-President & Portfolio Manager
Schaffer Wealth Management of RBC DS Inc
http://www.schafferwealthmanagement.com/
Private Wealth Management | RBC Dominion Securities Inc.
260 East Beaver Creek Rd., Suite 500 | Richmond Hill, ON L4B 3M3 | Tel: 905-764-5013 |e-mail: lee.schaffer@rbc.com