What's important to you? 

There are no wrong answers, but it can help to quantify the responses.

Some examples we often hear are:

  • To retire at a certain age with the same level of income I have today
  • To ensure that I can afford top level care if it is needed at some point
  • To help my grandchildren with their education
  • To leave a specific amount to charity

If it is important to you, it is important to us.

Every planning item we assist with is done very efficiently.  We figure a 4 page document that you can easily understand and track is more impressive than an 80 page plan that you can not comprehend - even if it has lots of fancy graphs.

We understand that your financial situation can change, so we ensure that we update your plan every few years to make sure that you are on track to meet your goals.  We also track visually where you are in relation to your goals at every meeting, so you can see exactly where you stand.

Todd Kennedy, CIM, FCSI

Vice-President & Portfolio Manager