When it's obvious that the goal cannot be reached don 't adjust the goal, adjust the steps-Confucius
Did you know that 59% of Canadians retire in debt, and only a small percentage have enough money in retirement?
Nearly 53% of Canadians live paycheque to paycheque
Canadians owe $1.78 for every $1.00 they earn
Statistics Canada, 2019
If only we had a class in school to teach of us how to avoid all this.
I want to make sure that I am doing my best to help you and my clients avoid being part of that statistic and finally reach Financial Freedom.
Well, based on your present financial situation and goals we prepare a financial plan that allows us to reach the Financial Freedom we desire.There are no two people the same and similarly the starting point, the size of the family, the goals and needs differ case by case. Each situation differs and the financial plan has to take this in consideration for short term and long term goals and come up with something which is finally unique to your particular situation.
This custom plan includes:
Cash flow planning
Child education planning
Income protection (living benefits)
Others as required
My offer is simple, I help you build a strong financial house, one that guarantees your financial freedom.
So if you’re in a situation where you would like to consolidate your debt, or if you have tried to follow a financial plan but not happy with the results, I can help you, and I would like to talk to you.