RRSP’s, RRIF’s, TFSA’s, GIC’s , Life insurance, Critical Illness, Annuities, Segregated funds , Mutual Funds, pensions etc. If this is confusing, don’t worry. We work as money translators where we first understand what you want your income, business and retirement to look like, and then together we set a plan to get you there.
We help people maximize, protect and simplify their wealth so that they can turn their dreams into reality!
Did you know that only 4% of people are retiring financially independent! 1 Will you be part of the 4%?
if the financial planning strategies that are being taught actually worked, more people than 4% of the population would be retiring financially independent. I decided to keep looking for better solutions. I joined multiple think tanks where we would bust the financial planning myths, run the numbers, and prove mathematically, which strategies worked.
Click the link beside if you’d like to get a FREE REPORT to learn The 4 Common Financial Planning Mistakes that are keeping you from financial freedom!
Mutual Funds provided by FundEX Investments Inc.
COMPOUNDING is the Eighth Wonder of the World 2
Einstein said that the eighth wonder of the world is compounding not rate of return.3
Compounding is letting money grow uninterrupted over a long period of time. If this is true (and it is), why do our current strategies encourage us to keep money in separate buckets; one for retirement, one for a child's education, one for savings, and one for our house whereby we build up money in each separate bucket and empty it over time, only to start all over.
It's like growing an apple tree and cutting the tree down after harvesting your first Apple.
Do you have separate accounts for savings, your child's education, your house and your retirement? Are you filling up these pots only to empty them at the time when they are starting to perform exponentially?
Our Goal is that our clients:
You‘ll clearly feel, hear and see the difference that a Wealth Maximization Group plan will make. You will feel complete peace of mind, and be crystal clear on the actions needed to make your dreams a reality. This will build a strong foundation so that all future money decisions will be easier, since you’ll know exactly what you need to do to reach your most important goals. All future opportunities to spend money can now easily be evaluated to see whether they are more or less important than your current goals. Clients have told us they love how this simplifies their lives. Won’t it look, feel and sound wonderful to make your dreams a reality?
We have 2 processes that we follow: The first is our Investment Optimization Process a system for designing and monitoring portfolios. The second is our Wealth Maximization financial planning program. Each process starts with a panoramic overview of the situation and proceeds through several steps to ensure a thorough examination of the situation and possible resolutions. It is your choice whether you just want us to manage your assets or whether you want a simple or comprehensive financial plan.
Regardless of the services we provide, we start by understanding your current situation and your goals of what you are trying to achieve. Then we research possibilities, explain the options and set a plan of action to help you reach those goals. You will be provided with personalized integrated solutions which are well researched and documented. Your customized plan will be implemented using best of financial instruments ranging from High Interest Saving Accounts, GICs, and Segregated Funds, Pooled Funds and Private Investment Management Services ($million + portfolios) by utilizing existing referral arrangements through FundEX Investments Inc. We also implement life insurance, disability insurance and critical illness insurance solutions as well as small business solutions (estate freezes, buy sells, shared ownership, IPP's, RCA's etc.)
Our clients fall into 2 categories. First, there are the emerging affluent. These are clients who find themselves with significant assets that they've not had to manage before (high employment income, inheritances, life insurance proceeds, stock options etc.). Second, there are the clients in transition. These are people who are facing a large change in their lives (retirement, death of a spouse, separation or divorce etc.) A lot of our existing clients are successful small business owners and/or families who are within 10-15 years of retirement. Regardless of where our clients fall they tend to be down to earth, honest and realistic delegators who are coachable and committed to taking action and getting results.
TIPS: Trust, Innovation, Professionalism & Simplification.
We have been told that we have a gift for being able to look at the whole picture, figure out what needs to be done and provide a complete financial solution in an easy to understand format. We look at both common and uncommon strategies to get our clients to their goals faster. Our meticulous nature brings comfort to the detail oriented (who want to see all of the options and calculations) or the conceptual person (who can rest knowing that we've done the homework so they don't have to worry). Our clients trust us and know that we always put their needs first. We only recommend products that we own personally. Clients appreciate our professionalism and the fact that their personalized solutions are prepared and documented and that we do what we say we are going to do!
1Statistics Brain, May 2013 - 2Growth of $100,000 @ 6% for 25 years - 3GoodReads.com/quotes, June2013