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Learning how to manage Money is a life long journey. A journey that starts with the basic understanding of your goals and how you can achieve them financially. We can guide you on this journey. We believe that there is always room to learn new ways to diversify, reduce risk and increase returns.
If any of this situations apply to you we can help you:
You are looking for help with a big event in your life such as retirement, a job change, inheritance etc. Perhaps you want to keep your retirement funds safe but at the same time you want to grow your wealth.
You are questioning your investment strategy, perhaps your are unsure about your current advisor and want another opinion.
You are simply feeling disorganized and would like to get a plan in place.
How we can help you?
When you have a clear goal in mind we develop a roadmap to achieve that goal. This is a financial plan, a strategic plan. A set of steps that will guide you, helping you quantify how much your goals will cost and the best way to achieve them. People who have a financial plan reach their milestones and achieve their ambition faster and more successful than people who don’t have one. Did you know that 53 % of Canadians don’t have a Financial Plan?
We believe that everyone deserves an unbiased financial plan to be able to achieve their goals. Since 2010 our Mission has been to promote financial literacy among Canadians through the reinforcement of saving for a purpose, self budgeting and conscious spending. We empower Canadians to manage their wealth wisely with a Financial Plan.
WHY WORK WITH A PERSONAL FINANCIAL PLANNER (PFP®)?
When choosing a financial advisor to work with it is important to understand their personal experience with investing, their tenure in the business and the standards that are held.
The Personal Financial Planner (PFP®) designation is a leading credential for comprehensive financial planning in Canada, recognized by Canada’s largest financial institutions. It ensures that financial professionals have the knowledge and skills to address all aspects of a client’s financial situation.
Accredited by the American National Standards Institute to ISO 17024, which acknowledges meeting global standards for certifications, Canadian Securities Institute (CSI) ensures PFP professionals meet the highest standards of competence and professionalism.
The PFP® Professional Competency Profile is the foundational document for the Personal Financial Planner (PFP®) designation that describes the required competencies.
These can include knowledge, skills and abilities of professionals awarded the designation. The Competency Profile is the defining resource for what a financial planner can and should do in practice.
A PFP can help you to develop more robust financial plan by effectively managing all aspects of your financial situation including:
- Estate planning and tax strategy.
- Tax strategy
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Give the gift of financial literacy:
If you know someone that could benefit from having a finacial plan, our services are a good gift for their future. Give a gift that will last a lifetime, the gift of financial literac. Your children, grand kids, friends, family will benefit, simply download the Money lesson app.