A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.

Why Do You Need a Financial Plan?

  • Worry less about money and gain control
  • Organize your finances
  • Prioritize your goals
  • Focus on the big picture
  • Save money to reach your goals

What Does a Financial Plan Include?

There are two main sides your financial plan should address: accumulation and protection.

Accumulation

  • Cash management – savings and debt
  • Tax planning
  • Investments

Protection

  • Insurance planning
  • Health insurance
  • Estate planning

View our Financial Checklist

What's the Financial Planning Process?

Establish and define the financial planner-client relationship.

  • Gather information about current financial situation and goals including lifestyle goals
  • Analyze and evaluate current financial status
  • Develop and present strategies and solutions to achieve goals
  • Implement recommendations
  • Monitor and review recommendations. Adjust if necessary

To learn more about how we can help you achieve your financial goals, please contact us.

Take the Next Step

Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.

Meet With Us

Our Expertise

Rather than offer our clients generic, mass-market financial solutions, we work exclusively with a small number of privileged clients who benefit from the expertise of skilled wealth management specialists. With our professional qualifications, we are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions.

Learn More