Danielle Kubes, Special to Financial Post
The TFSA is new enough that Canadians haven’t had time to experience …
This engagement provides an independent review to assess your financial situation in a limited fashion. One of our Advisors or Planners will briefly review your goals and your completed Three-Page MSC Exploratory Meeting Form prior to a meeting of approximately 1-1.5 hours. Payment for the Financial Checkup is forwarded in advance of any work being undertaken.
A Financial Checkup is useful for those who: are looking to start on a financial program; were recently married, divorced or widowed; are looking for confirmation that their current program is on track; have recognized a problem in their situation and a need for some direction, or would like to discuss their current Portfolio and its focus and receive a second opinion. This is not a comprehensive financial plan, but rather a brief overview, where no written summary of meeting discussions is provided. Of course, if we mutually agree that more time is required to address your concerns, we are happy to provide additional services at our hourly Advisor rates.
A number of our long-term clients have provided this service to their adult children as a unique gift or as a part of a graduation or wedding gift.
Specific Review Engagement
Specific Review Engagements provide an independent review of a specific area of your financial life or personal goals. The cost of this service is determined either in advance or after an initial meeting with a Fee Only Financial Advisor. Examples where this service may be appropriate are include:
- Review of severance packages
- Pension Analysis
- Retirement Cash Flow Analysis
- Portfolio Checkup or Second Opinion
- Investment Tutoring
- Cash Flow Coaching
Seminars or Presentations for Professional Groups
If your Professional Group desires a presentation on any financial or related topic for a Continuing Education event, we would be pleased to discuss the possibility of one of our Fee Only Financial Advisors participating in such an event.
Our advisors are regularly quoted in the financial press for their expertise and experience. We welcome the opportunity to act as a media resource. Please contact one of our Fee Only Financial Advisors for further information.