Pat McConnell, CFP®

Senior Investment Advisor

Phone Number705-360-4471
|
Email me

Recent Posts

The Wealthy Barber on how a cottage can complicate estate planning

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

Video: The Wealthy Barber: Is your Will’s executor ready?

When estate planning, remember to include your personal property and heirlooms

Video: The Wealthy Barber wants to know: Are you making a Will?

Why you should make a Will and include an up-to-date net-worth statement

One thing is certain-time never stands still. Major life events such as marriage, inheritance, or retirement can alter your investment goals. Likewise, changes in the market can trigger the need to adjust your investment mix. That is why reviewing your financial plan on a regular basis can be crucial to keeping you on track toward meeting your goals.

I recommend a portfolio check-up at least annually and believe ongoing portfolio reviews are one of the most valuable services I provide.

Portfolio reviews can be well worth your time if you are looking to:

Maximize growth potential

Minimize tax consequences

Measure actual portfolio performance against your expectations

Financial planning is a lifetime process. To help you keep your investment strategy on track, let’s schedule some time  to review your investments and evaluate them in relation to your financial goals. Adjustments you make today may have a significant effect on your long-term results.

Contact

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields