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RRSP 2012 - season's highlights:
Lunch & Learn seminar:
Sunday,
February 05, 2012 at 12:00 p.m.
Registration & Appetizers at
11:30 a.m.
LUNCH TO FOLLOW
Please contact for details
Smart Investment:
Additional
30% immediate return on top of regular RRSP deduction (0nly
until March 1st 2012)
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Our
view: We
are working hard to help our clients achieve their goals and build
a road to financial prosperity
As
a Financial Advisor, I see my goal is to give people the tools they need to achieve
financial independence. Through an integrated approach to personal finance, we
provide services that
help our clients from Greater Toronto Area do four things: |
- Assess their current financial
situation;
- Sort out their financial
priorities;
- Set realistic goals; and
- Put the financial tools in place
to achieve these goals.
We are free to choose the financial
services, investment and insurance products that best meet our clients’ needs, establish RRSP and/or RESP portfolio. And that’s
the way it should be.
Commitments:
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Ensure portfolio asset allocation that best fits your
financial goals and risk tolerance (see financial planning below);
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Review your your chosen
investments, and provide you with an updated status as often as
necessary;
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Update you (via email) with monthly report of recent
markets and mutual funds developments; and
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Provide you with
access to your investments;
Personal financial planning – basic steps:
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Initiate the Client-Planner Relationship
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Gather Client Information and Details and Determine your
Goals and Objectives.
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Analysis
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Development of the Financial Plan
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Implementation
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Monitor 'The Plan'
Disclaimer
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Serving
Greater Toronto Area
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