Studies show investors who get involved in their financial future are more happy and satisfied than those who don't. When you Set Up a Meeting with our team, we will show you how you can become financially independent and have the worry-free lifestyle you want.
Investing the time in developing a Financial Plan can pay dividends over your lifetime - for you and the next generation. Do you know how much you need to save for retirement? Is your Investment Strategy aligned to your goals? Are you effectively minimizing tax? Do you know what kind of financial legacy you will leave your family?
If you answered no to any of these questions, you may benefit from a plan. Creating a Financial Plan allows you to take control over your financial and emotional wellbeing. It can deliver peace of mind and drive meaningful action to move you towards your goals. We make it easy to navigate.
Our first task is to ensure that you have a solid Financial plan. This allows you to clarify your goals, gain a comprehensive view, identify opportunities and follow detailed steps toward your goals.
A recent survey found Canadians who have Comprehensive Financial Plans feel 81% better about their financial affairs versus 44% who have not made any plans. We can make the difference for you and your family.
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Find out where you stand with your current Financial Plan and Investment Strategy.
“I started working with Erica’s group after some major life changes more than five years ago. She carefully explained all options available to me and took the worry out of dealing with my finances - so I could retire early! I would highly recommend her to anyone who wants a personalized, easy-to-follow plan!”