Advice that is not tied to the selling of any product - an independent opinion
Know if you are getting good value from your current advisor or broker
Fee is based on work performed and not by the assets you have
Can work with partners to cover all aspects of financial planning, such as insurance, taxation, estate planning and corporations
Financial education to empower you to understand your financial situation
Small business or self employed financial needs
Simplify your financial portfolio
Make your financial picture efficient - saving 1% on your debt, investment and budget needs can earn you thousands of dollars before retirement
Restructuring your finances to achieve your goals
Advice on retirement planning
For information on fees, click on fees
Telephone advice: Distance is no
longer a barrier. All consultations can be done by telephone in the
comfort of your own home, office or anywhere at your convenience saving
you time and money.
To download our "What is an Independent Financial Planner" brochure, click here.
To download our "The Power of 1%" brochure demonstrating our value added, click here.
If you are not looking for a consultation yet, but would like to see products on financial
strategies, click on the products page or the store link.
ontact me at 647-286-8020 or and I will be happy to assist you in your investment success. email@example.com
Note: This site is intended for people who want to learn about the world of investments and how to research for themselves. If you would like to buy or sell investment products, or specific advice on investment products, tax or legal issues, please consult your investment advisor, accountant or legal counsel.