Macdonald, Shymko & Company works with clients to develop a comprehensive financial
plan, that can be summarized in four stages:
- Analysis of your current financial situation;
- Development of custom financial solutions built around your
objectives, your goals and your dreams;
- Professional advice and assistance implementing that plan;
- Ongoing monitoring of your plan's performance. We take a long-term
view of the plan's performance, but when your circumstances change, or
the situation demands it, we provide proactive advice on changing your
strategies.
For more details on what to expect when you first become a client, see
our F.A.Q. section.
Our professionals offer the following services:
Investment analysis
Reviewing your current investment portfolio and the appropriateness of
your asset mix.
Income tax planning
Tax planning is a year-round endeavour.
Small business planning
The integration of your small business into your personal financial plan.
Risk management
A review of your current insurance holdings and needs to ensure you, your assets and
your family are protected.
Cash management
Strategies for tracking and effectively allocating your cash flow.
Estate planning and administration
Critical to ensure your dependents are looked after, and your wealth is
used effectively.
Retirement planning
Determine and plan your retirement goals and your financial needs.
In most cases these services are provided in conjunction with a
long-term ongoing relationship. However, in some instances, clients
engage us to provide a one time Financial Check-Up or a Specific Review Engagement.
