Financial Planning

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Several Canadians find the task of financial planning daunting and are overwhelmed with all of the variables to consider.  Like contacting a doctor, dentist, or lawyer, the first step in dealing with financial matters is to contact a professional who can help you build a portfolio that will meet your financial and life goals.  Canadians face many challenges at every stage of life, and each presents a different reason to invest, including:

  • Retirement
  • Education
  • Tax Efficiency
  • Estate Planning
  • Business Finances
  • Capital Protection
  • Vacation Planning

When a client and an advisor are constructing a plan to meet a desired goal, there are many variables to consider:

Am I a risk-averse investor?

What is the true objective of this plan?

When will I require funds from this plan?

Do I have any liquidity constraints?

How will the investments held within this plan affect my taxes?

 

The answers to each of these questions are important, as are other constraints that could affect your plan. This is why it is essential to team up with an Equity Associates advisor to help guide you through these tough decisions.

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