Over the past 15 years I’ve been doing financial planning for primarily physicians and business owners. Over the past 6 years, financial advisors, investment advisors and accounting firms from across Ontario hire my firm to develop a financial strategy that includes retirement income and tax (for typical families and business owners). 75-80% of my business are referrals from these advisors, so I have a tremendous amount of experience learning the inner workings of various planning firms
Which brings me to my point…….
Do Burlington dads know how advisors get paid? How much? What should you expect in return for those fees? Why doesn’t your accountant proactively offer tax planning advice? Do you know exactly how you advisor manages your investments?
I do between 12-20 new financial plans for families every month. It always surprises me how little is known about the financial services industry.
I’m more than happy to host an education session at my office in Aldershot. No cost. No sales pitch. Simply education for Burlington Dad’s.
When: Wednesday February 28th
Time: 7:00pm (1 hour)
Location: 678 Spring Gardens Road, Burlington (next door to Easterbrooks, behind Royal Botanical Gardens)
Please either send me an email (firstname.lastname@example.org) to RSVP or click this link to add the event to your calendar. If you have specific questions you want answered, I can add those questions to my presentation.
Looking forward to meeting some of you guys!