Looking for a Financial Planner or Financial Advisor? Ask yourself the questions, below. After that? Keep reading to see if what we say about ourselves matches you (not everyone does):
Is it important to have a Financial Advisor with a broad and deep level of experience or are you okay with getting a base level of knowledge and experience from who you are working with?
When a question or concern comes to you on a Friday night, over dinner or while watching something on TV, would you want to be able to email those thoughts to your Financial Advisor and not have to wait until Monday (or Tuesday) to get a reply?
If you asked someone to help you on a project, would you want a reply back saying, “I’ll help anyway I can. When and where do you want to do this and what is the most convenient place for you to meet?”
Would it give you peace of mind knowing that the Financial Planner you have come to trust, the one who knows you so well and you him, has hand picked a Financial Planner, from all the other financial service providers out there, to continue serving you should your Financial Planner become disabled or worse yet, die?
We work from the ground up and go over your entire situation. Through a lot of discussion and communication with you, we want to dig deep to really understand how you currently live your life and how you want your life to look and feel. We want to discover what worries you, what frustrates you and of course, what you love and what is most important to you.
You’ll get a small taste of that by going through our “Lifestyle Questionnaire” (LSQ) – one of the many tools we use to develop your own Financial Plan – along with good old fashioned face to face communication.
We can advise you on EVERYTHING, your RRSP, RESP, TFSA, pension plan, investments, your insurances, your bank deposits, your mortgage, how best to pass your estate on, tax saving ideas, your Will etc. Of course, we aren’t the experts on everything and we aren’t licensed to make transactions on all the financial products or solutions out there. That is why we have a deep team of experts to work with. This ensures you have a cohesive financial plan, where all parts work together excellently, with the best possible advice in every area. Do you have a successful and long working relationship with your accountant? We recognize the value of good relationships. We’ll work with them and fill all the other voids.
We do this because it makes your life easier. Also, it’s much greener and much more efficient. The most important reason though is that it helps us get to know more about your personality and your lifestyle. What better way to really get to understand you? That way the work and advice we give will be tailored to your uniqueness. Also, we are here to serve you and this is a practical way we can remain cognizant of that.
The clients we work best with have a very balanced view on life. They want it to work as efficiently and as hard as they do but they don’t want to talk about it every day. They have other interests and passions and simply want their money to be able to support that and the lifestyle they envision.
Although it’s not always possible to respond right away to a question or concern you put to us, we are readily accessible to reply 7 days a week, no matter where we are or what day it is. We can’t guarantee we can get the answer to you right away but we will respond as quickly as possible so that you will know when we will get back to you with a full response. The bottom line is, you will definitely know that we are your Financial Planning partner, walking alongside you, in every step.