Comprehensive Financial Planning
There are many reasons to seek financial advice.
We offer an objective viewpoint, working with our clients on...
- Retirement Income Planning
- Severance Package/Retirement Allowance Planning
- Decisions concerning major sales or purchases (e.g. home or business)
- Insurance and Estate Planning
- Tax Planning
Building an Understanding
Your first step is an initial consultation with a Solguard representative to discuss your needs, goals and objectives and to review your financial situation in detail.
Structuring Your Plan
Next, we consider options available to you and outline our recommendations. We follow the industry's best practices by adhering to the 'six steps to financial planning' as set out by Advocis.
Ongoing Commitment to You
We will meet regularly with you to reassess your financial situation. Changes in tax laws, the investment environment and your personal circumstances dictate that the plan evolves over time. We will also track all of your investments to ensure maturities are monitored and dealt with appropriately.
You will also receive regular statements and newsletters, and you'll be invited to attend our periodic seminars.