Pat McConnell, CFP®

Senior Investment Advisor

Phone Number705-360-4471
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Email me

Recent Posts

Federal budget 2024: Key measures that may have a direct impact on you

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

Why it’s hard to talk about end-of-life planning and how to take the first step

Finding the motivation to engage in estate planning and create a Will is all about having the right mindset.

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

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.

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