We take great pride in helping our clients clarify what is important to them and work as a team to ensure they achieve their goals.
Click on this short video to see how Ray and Jennifer can help you with your financial needs.
The Benefits of Professional Financial Advice
Advice and Coaching makes a difference
Canadian research has shown that ongoing advice enhances long-term savings. The longer people have advice, the more their investments grow.
- People with advice for 4-6 years have 1.7x the wealth of those without advice.
- People with advice for 7-14 years have 2.9x the wealth of those without advice.
- People with advice for 15 years or more have 3.9x the wealth of those without advice.
Your Financial Plan
A written financial plan provides accountability that makes achieving long-run financial goals more realistic than not having a plan. Holistic financial guidance over many years will help to prepare for life’s major events.
SOURCE: IFIC Advisor Insights - Advice Creates Strong Value for Canadians | CIRANO – The Gamma Factor and the value of Financial Advice - Summary of Findings
“By failing to prepare, you are preparing to fail”
Benjamin Franklin