We approach working with our clients using a purposeful and effective processes. These processes have proven to yield the best results because they are highly customized to each individual client. We take our time and great care in every phase to make sure we get it right so that the results from implementation continuously match the client's goals and objectives.
Fischer Financial Services uses the following systematic consulting process for uncovering your most important goals and for designing and implementing appropriate solutions. At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you.
Fischer Financial Services uses the following systematic consulting process for uncovering your most important goals and for designing and implementing appropriate solutions. At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you.
Services
Our mission is to enable our clients to meet and exceed their dreams and expectations by providing professional financial and advisory services. We are Professional Trusted Advisors - our practice, education, and standards are foundational to our success. We value learning and development. Fischer Financial Services is driven by the highest integrity and passion for providing personalized and effective services to family businesses.
This tool takes you through a comprehensive checklist, which helps you make important estate planning decisions prior to meeting with your lawyer. It takes only 10 minutes and will lower your legal costs to update your will. Contact us to receive your own free personal estate planning checklist and learn more about your personal plan, no strings attached.
Fischer Financial Services delivers highly personalized and effective financial services for wealth management & financial planning, enterprise transition, tax and insurance guidance, and employer group benefits. We engage a rigorous and proven initial 5-phase process to develop a comprehensive plan that employs all our services and expertise.
It's a more efficient and effective way of managing your employee benefits plans, that we're able to do within existing budgets/plans. It allows for more customized benefits design to better fit the company and employees' needs now and in the future. We have made this investment because we believe in delivering superior client benefits.
Business owners today are facing an unprecedented challenge as they contemplate their transition from an enterprise they founded to a financially rewarding exit with a proper succession structure in place. Latest research data indicates that a significant proportion of Canadian enterprises will be divested over the next five years, as the boomer generation contemplates complex succession and exit issues.
Reviews (1)
Y. Tomlinson
Aug 17, 2018
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Vern is a lovely, caring person. Knowledgable and professional, he helped myself and my business partners source and implement a benefit program that fits our needs, and works great for our employees. My husband and I are now getting his help with our personal financial plan. I would highly recommend him to anyone who needs advice on planning a solid future for your business and family. Thank you Vern!
