It's your money... and your peace of mind.
We understand that.
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
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Recent Articles
Don't Bet Your Retirement on a Simple Approach
Posted on 05-08-2012You have probably heard about the old 70 percent rule that suggests retirees will need the equivalent of about 70 percent of your current income level to maintain their lifestyle in retirement. This assumes that your retirement living costs will be 30 percent less than during your working years. While it may have been applied appropriately for retirees two or three decades ago, it is fraught with significant risk and potential disaster for today’s retirees.
It Doesn't Pay to Procrastinate
Posted on 05-08-2012Many people have no idea. Some people have a vague idea. A few people, a very few, have it all worked out. When it comes to retirement planning, many people don't take action until forced to by a mid-life event (career change, death of loved one) or by hearing about seniors running out of money. It's strange that people find it so difficult to plan for their retirement. As all the basic financial books say, you start by recording your expenses, see where you can cut back, and then determine how much you need to save to achieve your retirement income goals. Yet, far too few Canadians take these presumably simple steps for their own financial success.
How to achieve financial success
Posted on 04-09-2012It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your financial dreams come true:
Set ObjectivesGoal setting is the foundation of achieving financial success. If you don't have a target to shoot for, how can you expect to hit it? By writing down your goals, you will clarify them and establish your personal and financial priorities. Be specific when setting goals. For example, instead of having a goal to reduce debt, set a goal to reduce debt by a certain amount by a certain date.
