Being independent allows us to put our client's interest first by providing unbiased advice and the freedom to deal with numerous companies. We do not sell any proprietary products of our own and are not influenced by any suppliers. We have the freedom and ability to deal with all major investment and insurance companies and take a Comprehensive Planning approach to ensure all of our client's goals are met.
Through discussion and analysis of both personal and financial data, we'll help you identify your financial concerns, goals and objectives. In addition to relying our own experience, we utilize direct relationships with other professional advisors including lawyers, accountants and tax & estate specialists to build a comprehensive plan.
Through discussion and analysis of both personal and financial data, we'll help you identify your financial concerns, goals and objectives. In addition to relying our own experience, we utilize direct relationships with other professional advisors including lawyers, accountants and tax & estate specialists to build a comprehensive plan.
Services
Paul is a CERTIFIED FINANCIAL PLANNER professional who started out in the insurance industry in 1992 under the old Canada Life career agency program. Paul developed his niche in dealing with professionals & business owners, as his initial focus was with providing Disability insurance protection after obtaining the unique RHU(R) designation.
We create diversified investment portfolios to meet your needs and goals. We do a thorough analysis that ensures proper asset allocation to suit your risk tolerance & objectives. We actively monitor portfolios, rebalance to keep aligned, and make adjustments as objectives change. We provide complimentary portfolio assessments and recommendations based on your overall objectives and your risk tolerance.
The first step in the process is determining how much income will be available to you during retirement. Our recommendations are made based upon your retirement goals; current and anticipated future tax status; family situation; and individual risk tolerance. With longevity becoming a greater concern, determining when to start taking CPP & OAS has become a very important question.
We provide financial advice to employees that are receiving severance packages as a result of either retirement or having their employment terminated and are staying in the workforce. A severance package may consist of financial benefits in addition to regular severance, such as service awards and pensions.
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