The best partnerships grow and evolve when both parties feel comfortable together, and work as a team to accomplish the things that are important in life. When you work with someone you trust, who has the expertise and knowledge that you can lean on, you will be confident with the financial decisions you need to make at all the different stages of your life.

The following link provides some material in brochure form to introduce the various services and action plans one can obtain from a financial advisor. Please visit http://www.gettingadvice.ca/ to download, print, or view these brochures on-line. A brief description of each brochure follows:

The first brochure entitled Your guide to choosing a financial advisor helps identify which advisor can best meet your needs, and readies you for the first meeting together. It also provides tips on fostering a positive and productive relationship.

Once you find an advisor to work with, the next brochure Enhance the relationship with your financial advisor explains how to clarify responsibilities and assess your current partnership and ultimately strengthen it.

Save for retirement and When you're ready to retire explore what you want your retirement to look like, and what it will cost, while helping you develop an income plan. Learn how to identify your retirement planning goals and issues, and how you and your advisor can design a retirement plan to address them.

Finally, Plan for your estate and Saving for education cover aspects of taking care of your beneficiaries, and other important financial goals.

Please feel free to call or email if you have any questions.  I also use these brochures as a starting point when introducing a new client to the financial planning process. I hope you find these brochures both helpful and interesting.