You are more experienced now, your bank account is larger, and it is easier to think further ahead.
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Many people will offer you advice on which investments to buy. But there's more to your financial life than your RRSP. Estate taxes, income taxes and education funds for your children are just some of the other complex aspects of your total financial picture.
Personal financial planning focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life.
A well-designed financial plan will help you reach your personal financial goals and objectives, and give you a greater sense of security.
If you are located within the Durham Region and surrounding areas (Bowmanville, Courtice, Newcastle, Oshawa, Whitby, Brooklin, Ajax), Brandon Gurley will work with you to understand your unique goals and your risk tolerance.
Many people call themselves financial planners, but the true professional financial planning practitioner uses the Total Financial Planning Process, which is made up of six distinct steps.
People hire financial planners for many reasons. These questions may help you decide if you need professional financial advice.
Contact our office if you are looking for information about your long term financial strategy.