“People don’t plan to fail, they fail to plan”
Studies confirm people who have written goals and plans have a much greater degree of success. Having a written financial plan is not only important; it’s essential!
” I have been asked many times what in my opinion is the most important ingredient to financial success? Without hesitation or doubt, I always reply; A written financial plan”.Einar Lisborg, CFP
In keeping with our philosophy of providing leading edge financial services – NO FEES – we offer FREE written financial Plans – NO FEE or obligation.
The key to effective financial planning is the ability to take into account all relevant aspects of your financial situation (“the big picture”), and to identify and analyze the interrelationships among sometimes conflicting objectives. This unique integration of knowledge and skills across a broad range of topics distinguishes professional financial planning from other related financial advice. This requires the skills of a competent and ethical Financial Planner.
A financial planner is more than an investment advisor, more than an accountant or debt counselor. So how can you distinguish a competent and ethical financial planner? What is your due diligence to ensure you are hiring a professional planner who will act in your best interests?
Whether you are already working with a financial planner or you are looking to hire one, the resources in this section will help you to evaluate whether a specific financial planner is someone who you can trust and work with to attain your goals.
Certified Financial Planner (CFP), Certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada with over 17,500 individuals meeting the strict standards to attain this designation.