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Many people will offer you advice on which investments to buy. But there's more to your financial life than your RRSP. Estate taxes, income taxes and education funds for your children are just some of the other complex aspects of your total financial picture.
Personal financial strategies focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life.
A well-designed financial strategy will help you reach your personal financial goals and objectives, and give you a greater sense of security.
Many people call themselves financial advisors, but the true professional financial practitioner uses the Complete Financial Needs Analysis, which is made up of six distinct steps.
People hire financial advisors for many reasons. These questions may help you decide if you need professional financial advice.
Contact our office if you are looking for information about your long term financial strategy.