Perhaps you have asked yourself - "Do I Need a Financial Planner?"

Financial planning has become so complex, it can be difficult for busy people to even know what they need. This is particularly true when they have more complex life situations that include personal and business investments, family connections and retirement plans. Review these frequently asked questions to spark some ideas as to where financial planning can help you. We're qualified to assist you with:

General Financial and Tax Planning

Structure your income and expenses for maximum tax benefit.

Advance Planning

Update wills and key legal documents on a regular basis
Recognize and adapt to changes in your situation

Personal Investments

Developing and maintaining a portfolio appropriate for your situation and goals (where applicable, this is done through Assante Financial Management Ltd.)

Business Investments

Create appropriate structures, safeguards and opportunities for your business investment.

Insurance

Life, disability, critical illness insurance for you and your family

Retirement Planning

Understanding and integrating your pension plans, RRSPs, OAP and other sources of income into a secure and appropriate retirement plan.

Risk Assessment

It's what you don't know that can really hurt you. Understand your existing risk profile in terms of health, income, and investments, and develop a strategy to minimize the potential downside.

Education Plan

Develop a strategy to make education options available to your loved ones.