Milan has spent the past decade helping individuals and their families develop a better financial strategy. He started his work career in the late 1980's with a consulting firm in the financial services industry, and earned the globally recognized Chartered Financial Analyst (CFA) charter in 1994.
In the early 1990's he moved to a subsidiary of Thomson Reuters to develop an electronic network which distributed research and data to Canada's largest fund managers, teaching them how to leverage technology for making better informed investment decisions.
In the early 1990's he moved to a subsidiary of Thomson Reuters to develop an electronic network which distributed research and data to Canada's largest fund managers, teaching them how to leverage technology for making better informed investment decisions.
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A wide variety of strategies are available for growing wealth toward your financial goals, yet nothing is more important than understanding the concept of compounding: his is the effect whereby seemingly small or regular investments early in your life can growth faster and faster as previous returns are reinvested.
In an effort to stay healthy, you make seeing your doctor a priority. Your doctor knows your medical history and, if there is a problem, can recommend a course of treatment. The same concept applies to your finances - regular checkups with an advisor can go a long way towards improving your financial health.
Investment strategies that create capital gains (50% taxed) - eg. corporate class funds or buy stocks for long-term. Insured Retirement Plan (IRP) - a tax efficient strategy which borrows from the cash surrender value of a life insurance policy that is owned by your corporation. Individual Pension Plan (IPP) - a personal defined benefit pension plan which you create for yourself.
The study of behavioural finance deals with how humans make financial decisions, and academic research has shown time and again that we are not very good at it. Understanding your tendencies is an important determinant of your success. My role as an advisor is often to be a coach, to help clients better understand their portfolios and which risks are required to reach their financial goals.
Imagine this road without guardrails, and that could be a good metaphor for not having insurance. Most people generally don't like to think about insurance, however everyone likes what it can do for them. Call or write for a discovery discussion to determine how much and what type of insurance you should be considering.
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