Individuals who work with a Financial Advisor have a net
worth of 4.2 times greater than those who go it alone. The past decade has taught us that the
markets can be unpredictable and difficult for many who don’t have an advisor.
A Professional Financial Advisor can help you…
1. Start with an investment and retirement plan to
help ensure you have enough money in retirement.
2. With strategies for saving for future large
purchases, such as a house, car cottage or wedding.
3. Save time so you can concentrate on other
important investment decisions in your life.
4. Mitigate risk, and not always follow the
behavior of others, even in the face of unfavorable outcomes.
5. Reduce your debts and save for the future.
6. Prepare funds for emergency planning.
7. Stay disciplined with your plan.
8. Invest your money in a tax-efficient way to help
minimize taxes.
9. Understand current market events and explain how
they may impact your investments.
10.
Set up a tax advantaged plan that ensures your
kids have enough saved for their post secondary education.
11.
Plan for tax-efficient RRIF withdrawals
12.
Consolidate your investments with your spouse in
an effective tax-advantaged manner.
13.
Monitor your portfolio and rebalance as
necessary based on your risk tolerance and your objectives.
14.
Plan ways to start a small business, or even
sell one.
15.
Position your portfolio when the markets go
higher or lower.
16.
Adjust to life events that change your financial
circumstances and change your financial plan.
17.
Plan and maintain a budget while considering all
the implications.
18.
Provide you with a needed referral to another
expert, like a tax planer or an accountant.
19.
Plan for an early retirement.
20.
With estate planning and even administration
after the passing of a loved one.
I am here to help you navigate through every stage and major
event in your life, please don’t hesitate to call and ask for my advice, that
is what I am here for.
Have a great weekend,
Tracey
Source: AGF
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