In addition to comprehensive financial planning programs, many companies provide certain services to their employees "a la carte." Our modular financial planning program allows individuals to choose from 8 financial planning modules, in line with their own interests and the budget provided by the corporate sponsor.

The modules to choose from are:

1. Data gathering and review - A review of a client's current personal and financial situations, goals and objectives. We assess which financial planning areas need attention and form an action plan.
    
2. Cash management and tax analysis - We review a client's net worth, cash flow and the tax implications of both, as well as options to maximize after-tax income.
    
3. Estate planning - We review a client's current will and make recommendations to structure the estate to achieve the client's goals.
    
4. Risk management - A review of all life, disability, and general insurance coverage to determine if it is adequate for the client.
    
5. Retirement planning - Involves the preparation of financial calculations, including how much capital a client needs to realize his or her retirement goals, and the development of a plan to help them reach those goals.
    
6. Investment management analysis - We review a client's investment strategy and ensure it matches their risk tolerance and growth goals. We also review and make recommendations on RRSP and education savings programs.
    
7. Tax return preparation - We prepare the client's current year's tax return, as well as the spouse's return. Follow-up is provided to handle tax assessments and assistance handling CCRA queries.
    
8. Annual Review and update - An annual check-up to review the client's situation and monitor their progress.

More about Educational seminars and workshops...