If happiness is a by-product of achievement, then planning for success is life's most important milestones - career, marriage, education and retirement - should provide tremendous peace of mind. MY MISSION IS TO SUCCESSFULLY GUIDE MY CLIENTS THROUGH THESE MILESTONES.
In truth, most of us would rather skip the planning process. We work hard to live the good life with no plan in place for the unexpected such as an accident, illness or death. If this sounds familiar, don't be alarmed!
Some of my services includes:
Personal Financial Planning - RRSPs, RESPs, RDSPs, LIRAs, RIFs,LIFs, investment loans
Investment Recommendations - mutual funds, segregated funds, GICs, annuities
Insurance Planning - life, mortgage, critical illness, disability, health & dental, long term care
Estate Planning - passing on your wealth
Annual Reviews and 2nd opinion Reivews
PUTTING MY EXPERTISE TO THE SERVICE OF MY CLIENTS: As a Certified Financial Planner, my successes are based on my clients' successes. Our client/advisor relationship is based on mutual trust and respect. With over 10 years of experience in both the investment and insurance areas, the "plan" is to help you keep more of your money.
HOW I MAKE A DIFFERENCE IN PEOPLE'S LIVES....
Financial planning spans several decades of life - the milestones. Time can be your best friend or the stealer of your wealth. My foremost concern is to ensure that clients have a financial plan, review and update the plan annually and most importantly - live the good life everyday. Get a head start...together, we can create your legacy,
Radha MacIsaac, CFP