Our Media Page has been updated to include all five “Keeping Tabs” video segments – as well as links to more than a dozen articles featuring interviews and insights from Will Britton, CFP. From local media to national publications, we are proud to be considered a respected and trusted source for media outlets…
Financial Planning is not an event, nor is it a pie graph, chart or print out. It is a continuous process comprised of clearly identifiable steps that will put you on track to meet your personal objectives. Continuous regular review will allow you make the necessary adjustments as your objectives change or as “life happens”, and ensure that your plan remains current and relevant. To learn more about establishing your own Financial Plan, get in touch!
Life can be complicated. Maximizing and protecting your wealth doesn’t have to be.
Integrated advice will ensure your wealth is viewed from every angle. From tax advantages and protection against market volatility to identifying opportunities to increase your portfolio, a sound financial security plan gives your wealth the attention it deserves.
Lean on our objective advice. Because you should feel confident about the decisions you make about your wealth, your legacy, and your future generations.
Following last month’s introduction of Bill 157, “The Financial Advisors Act 2014” as a private member’s bill in the Legislative Assembly of Ontario, the time finally seemed to be right to connect with Preet Banerjee to share and explore our ideas about the current regulation of financial services – specifically “financial advisors” – and what changes can / should / need to be made to best serve and protect all Canadians, and protect the integrity of the profession. Our conversation can be found on his latest “Mostly Money Mostly Canadian” podcast (episode 38)…
SMART goal setting provides a framework you can use as a solid foundation for anything you want to achieve. For a goal to be considered SMART, it must meet the following five criteria. When it does, you can ensure that your goals move from the planning page to reality. Continue reading SMART Goals→