"We have never really thought about planning."
"We have been too busy with our day to day lives. Now that we are getting close to retirement we don't where to start."
"We haven't met anyone who we felt we could trust to give us the right advice."
The reality is that Canadian's don't like Financial Planning. The term has long been related to a lot of talk and little action by licensed professionals.
How is the Baxter Team different? Creating and implementing a comprehensive written personal Wealth Management Strategy is the starting point of our planning process.
A Personal Wealth Management Strategy includes:
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Providing assistance in identifying your long term dreams. |
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Selecting the appropriate Portfolio Management System. |
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Conducting an independent audit your Banking relationships. |
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Identifying the Risks that could deny you from living your dreams. |
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Formulate strategies to reduce the amount of annual taxes, thereby making funds available to allocate toward long term dreams. |
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Creating an Estate Plan that reflects your wishes. |
Did you know?
There are 85,000 licensed financial services representatives in Canada. Many of them are located in the GTA. The vast majority of them are transaction based advisors who do not prepare plans.
If you would like to a copy of The Baxter Team's report "What to Expect from your Advisor" or speak to Leigh Ann or Wayne about implementing your personal Wealth Management Strategy, please contact us by calling (416) 236-6200 or by filling out our information request form.
You have worked hard for your money. Let's get it working hard for you.
