What is Financial Planning?

Financial planning isn’t us selling you a financial product- it is an ongoing process of determining your financial goals, evaluating your current financial situation, determining strategies to help you achieve your goals, and regularly monitoring your progress toward those goals.

How can we help you?

Financial planning integrates all aspects of your family’s finances. We can advise you on:

  • Clarifying your financial goals
  • Budgeting and cash-flow management
  • The merits of different types of investments
  • The best asset allocation for your risk profile
  • Setting up your own self-directed investment account
  • Financial issues relating to repatriation
  • Managing your financial risk through appropriate insurance instruments
  • Retirement planning

In addition, if you are a Canadian citizen or permanent resident, we have many years of personal experience with non-resident taxation issues and can advise you accordingly.

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