Financial Planning Services Offered

Financial planning is a crucial aspect of securing one’s financial future, and for one planner, the motivation behind becoming a planner was to help people plan and optimize their financial future without the pressure of selling financial products. With a conservative approach to financial planning, this planner aims to build comprehensive and realistic financial plans that clients can rely on.

In their proudest achievement as a financial planner, the planner shared the satisfaction of witnessing the “a-ha moment” for clients when they realize they have enough funds to live the remainder of their lives in their chosen lifestyle. Additionally, working with NHL hockey players on their financial plans has been an exciting experience for the planner.

One client success story that the planner shared involved a client who initially thought they needed to work two more years before retiring. However, after the planner prepared a financial plan, the client and their spouse realized they had more than enough money to fund their current lifestyle for the rest of their lives. By optimizing the timing for CPP and OAS, the couple will receive additional funds that will further secure their financial future.

Overall, this planner’s dedication to helping clients achieve financial security and success through comprehensive and holistic financial planning is evident in their approach and client success stories.