I'm Michael Bodkin and I'm the founder of LightHouse Financial Group. Before you begin working with a financial planner, it's important you learn a least a little bit about them. I've earned both my Bachelor and Master's Degree in Business from Wilfrid Laurier University in Waterloo. In addition to being educated at Laurier, I also taught first and second year business students for four years while working towards my degrees.
I taught both as a lab instructor and later lectured as a professor. I'm proud to have been recognized by the university on multiple occasions for my teaching excellence and passion that I brought to the classroom. Areas that I taught include the Canadian Investment Environment, the Canadian Tax System, Corporate Finance, Entrepreneurship, Accounting and Managerial Statistics.
I taught both as a lab instructor and later lectured as a professor. I'm proud to have been recognized by the university on multiple occasions for my teaching excellence and passion that I brought to the classroom. Areas that I taught include the Canadian Investment Environment, the Canadian Tax System, Corporate Finance, Entrepreneurship, Accounting and Managerial Statistics.
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It's important to know where your financial advisor stands: Here is my philosophy regarding financial freedom and the nature of money, which I hope will give you some insight into how I process things. Financial freedom isn't being able to buy everything we want whenever we want. It's about being in control of our finances, and begins with changing our expectations of what financial freedom really means.
Financial planning is a long distance marathon. We each will go through a variety of stages in life, each require a somewhat different financial solution. I'm licensed and trained to help you with your financial plan from start to finish. My desire is to work with you, your friends and family for many years to come, helping you build, maintain and adjust your financial plan as you move through the various stages of life.
There is no end of options out there to "help" you with your financial planning. You have the big banks, online banks, various investor groups, insurance agents and mortgage brokers. So how am I different than all the other options? Why should you choose me as your financial planning professional rather than the host of alternatives?
Investing is all about making your money grow and work for you. You have worked hard for your money, so you need to get your money working hard for you. But which way is best; what should you invest in? While there is no quick answer to that question, it depends on an array of different things, not the least of which is your risk tolerance.
Guaranteed Investment Funds (GIC's) are low risk investments. Returns and term are known at time off purchase. Both the initial deposit (principle) and return are guaranteed, both by the company offering the GIC with a further guarantee from the Canada Deposit Insurance Corporation (CDIC). Returns are typically less than what you'd expect with other investment products, but that is the trade of for the guaranteed nature of GIC's.
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