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Fax: (519) 663-5037
What's important to you?
Spend some time to think about it…
Then spend some time and plan for it.
In a complex, time-consuming world, it's difficult to step back from the noise of our daily lives and think clearly about our goals… and even more difficult to plan for those goals. There will be unforeseen challenges that life will bring to you along the way. The last few years especially have unnerved investors as the markets have been on a roller coaster ride… it has been hard to stay on board and have left many wondering why they got on the ride in the first place. I get it.
So what can you and your advisor do?
Ø Understand yourself.
Ø Plan accordingly and have belief in your plan.
Ø Execute and maintain discipline.
Ø Adjust as time and life changes.
Working with my clients for more than 25 years, I've experienced the many changing seasons that each of us faces – from the early years when career and family are being launched (often together) to the years when we reap the reward of our sacrifices and labour. Each stage has its unique challenges and requires diligence and planning. Many of my clients are income rich and time poor. They outsource the time-consuming but essential activity of wealth creation and protection. They are looking for someone who can provide them with the knowledge, resources and choices they need to make informed decisions.
Our clients also understand the importance of a rigorous commitment to creating wealth as a means to achieving financial freedom. In the end, financial freedom is really about fulfilling the dreams that are important to us.
"It is not length of life, but depth of life."