We provide Financial Planning and Advice to those seeking to coordinate all aspects of their financial plan. On a fee basis, we provide sound financial advice overlying a thorough understanding of your financial income and assets and your wishes and needs. And we will help you keep your plan in force by assisting you with the management of your assets, cash flows and liabilities.
We will help you plan and organize your financial affairs, so you can be confident that you will be able to accomplish your goals. We will help you understand the trajectory of your financial plan, so you can visualize your financial future and enhance your possibilities by understanding your flexibility and how to protect yourself if financial events impede you.
We will help you plan and organize your financial affairs, so you can be confident that you will be able to accomplish your goals. We will help you understand the trajectory of your financial plan, so you can visualize your financial future and enhance your possibilities by understanding your flexibility and how to protect yourself if financial events impede you.
Services
A fee-only financial planner since 1983, I deliver a clear, realistic view of my clients' circumstances with creative solutions to optimize wealth. Before forming SFG in 1993, I was Manager of Financial Planning at Royal Trust, one of Canada's leading trust companies.
A graduate of Economics from McMaster University, I am a Registered Financial Planner (RFP) with the Institute of Advanced Financial Planners (IAFP) and a Trust and Estate Practitioner with the Society of Trust and Estate Practitioners (STEP).I am an active member of the Estate Planning Council of Toronto.
A graduate of Economics from McMaster University, I am a Registered Financial Planner (RFP) with the Institute of Advanced Financial Planners (IAFP) and a Trust and Estate Practitioner with the Society of Trust and Estate Practitioners (STEP).I am an active member of the Estate Planning Council of Toronto.
Download our Financial Planning Review questionnaire and complete it prior to our initial meeting. Our initial meeting normally will take 1 hours. We ask that you bring with you your completed questionnaire, your tax returns and financial statements (if applicable). We will review your completed questionnaire at our meeting and discuss an action plan to address your concerns.
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