HAS THIS HAPPENED TO YOU?

The economic downturn has seen Canadians lose much of their hard earned savings. Canadians have lost up to 40% of their portfoliosRetirement goals have been shattered or drastically ultered!

DON’T LET THIS EVER HAPPEN TO YOU!

What we are experiencing hasn't occurred in over 40 years. There is great uncertainty as we are treading on unchartered waters. Insure your money so that your investment capital (RRSP's or Non-registered) has GUARANTEES!

ACT NOW AND LET ME SHOW YOU HOW!

Call me and to arrange an appointment and see why you should deal with a CFP! (see below)

What do the letters “CFP” mean?

The letters “CFP” stand for Certified Financial Planner. The CFP marks identify individuals who are dedicated to the highest level of professionalism in providing financial planning advice. The CFP credential assures that the planner adheres to internationally recognized professional standards of competence and ethical practice as set in Canada by the not-for-profit Financial Planners Standards Council (FPSC). CFP standards include requirements in education, examination, experience and ethics – commonly known as the 4Es of professionalism.

Why is it important to deal with a CFP professional?

Most provinces do not regulate the use of the term “financial planner.” CFP certification is your assurance that your planner has completed a rigorous course of study approved by FPSC, passed the only independently developed national comprehensive examination (the CFP® Examination) for financial planning, and is committed to ongoing professional development and adherence to the professional CFP® Code of Ethics and CFP® Financial Planning Practice Standards developed and enforced by FPSC
Other Areas of Practice

• Estate Planning (Life Insurance, Will Planning, Budgeting)

• Investment Planning (RRSP and Non-registered)

• Company Benefits Planning (Medical and Dental)

• Disability Insurance Planning

• Critical Illness Insurance Planning


Helping you to stay or become Financially Independent.


PEOPLE DON'T PLAN TO FAIL; THEY FAIL TO PLAN!

CALL ME FOR A COMPLIMENTARY FINANCIAL CONSULTATION