Why would you work with us?
I wish it wasn't true but it does seem that the world revolves around money. From the basic essentials to living your dreams, it all takes money.
If you were not lucky enough to come into a large family fortune ( and if you did we need to talk) then you are like most of Canadians who who need to work to make a living. ( for the record working and holding a job is a cornerstone to good financial health, you probably knew that ) You needed to train for your job and perhaps you went to University or College but have never got a grip on your finances.
Have you ever received proper education and guidance on;
How to have more money then month?
How to protect your income if you are not able to work due to health issues?
How to pay for your children to go to University?
How to prepare your children for the financial responsabilities of tomorrow?
How to retire some day in comfort and not outlive your money?
I'm not interested in making decisions for you but rather together we explore and learn the tools you need to make good financial decisions moving towards your goals. We'll educate you and provide the tools, you need to make the decision to be financially healthy and implement our program.
What we don't do...
We don't talk above you and belittle your efforts. We don't recreate what works. We don't promise unrealistic investment returns. We don't tell you everything is ok when it's not. We don't hide how we make money, and we don't expect you to purchase or invest in something that does not have the potential to benefit you.
You also need to know that we don't take on every client. We only work with those who are committed to financial health, much the same way a personal trainer at a gym can't work with a client who will not follow the good advise offered and make the effort to put away the potatoe chips.
What we do...
So if you are ready then heres we we can do together;
We do start with a plan which will reveal areas which need to be discussed and possably acted on.
We also openly discuss what your relationship with money has been like in the past, diagnose some of the problems and work towards a cure.
We do help you establish goals and priorities since we believe that little can be achieved with out goals.
We do use a large variety of insurance, investment companies and finanicial professionals to assist with achieving your goals.
We do teach you how to deal with such issues as; debt, insurance, RRSPs, TFSAs, RESPs, GICs, and other financial resources used to get you to your goals.
We do teach you that to live below your means now makes it possable ot lilve above your means later.
Finances for Every Stage