Financial advice is everywhere. It’s available from family and friends. It can be found online, or in books and magazines. Many people turn to their lawyers and accountants – especially when making decisions about business or estate plans.
But what advice is the right advice? What’s the best way to protect your family or business? How will today’s decisions affect your financial future? How do you make sure you are seeing the big picture?
With so many investment and insurance options to choose from, taking a do-it-yourself approach to your financial security plan can quickly become overwhelming.
A professional advisor can help you cut through the noise and focus on what’s important – building a well-thought-out financial security plan that puts your needs and goals first.
An advisor knows that each financial security product you purchase – be it an investment, a Registered Retirement Savings Plan (RRSP) or disability insurance policy – should play a vital role in your plan and address a specific financial need or goal.
An advisor also knows that a sound financial security plan is about more than just making a sale. It can include advice on everything from tax strategies, estate planning, and retirement savings, to education savings, insurance, and risk management.
An advisor is a vital member of a team of professionals who work on your behalf – a team that can include accountants and lawyers as necessary.
Like those other experts, an advisor is a specialist in their field and can identify opportunities even the most financially-savvy investor may not know about. They will take a holistic, long-term approach to your financial security that’s based on consistency, understanding, and trust. And that’s the kind of added value we think you just won’t find elsewhere.
To learn more about the benefits of working with an advisor, call today. We will begin with a simple, yet effective 20 minute process that will help you identify your specific priorities.