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WHAT WE DO

 

1. FINANCIAL PLANNING

 

Our goal is to help you meet your personal financial goals. By providing direction and meaning to your financial decisions we will help you adapt to life changes and plan for your future.

 

Our promise is to help you:

 

      • Create and set targets

      • Create a sensible plan that is proactive to accommodate any unexpected financial events

      • Make intelligent financial decisions

 

We work with our current clients on setting goals:  We begin by identifying what is important to you and where you want to go in terms of your financial goals. We gather information (both financial and non-financial information).

 

We analyze the information: The information gathered is analyzed so that your current financial status is understood. This includes determining whether there are sufficient resources to reach your goals.

We construct a financial plan:  Based on the understanding of your goals for the future and your current financial status, a roadmap is created.

 

We help our clients implement the strategies: We will provide you with the strategies and recommendations to get your plan in motion.

 

We will monitor and review the plan. We meet with our clients on a regular basis throughout the year. We want to ensure that the plan continues to stay in alignment with your goals. If there are any significant changes to your life, the strategies and goals in the financial plan are revised accordingly.

 

 

 

2. RETIREMENT PLANNING

 

Do you ever wonder when you are going to get there? Our advisors make it a goal to help you reach that destination. Retirement is easier when you have the right directions, let our unique and distinctive solutions serve as your roadmap!

 

Get started with planning for your retirement. Visit us today to open up your RRSP account or get a second opinion on how your portfolio is working for you.

 

 

 

3. WEALTH MANAGEMENT

 

Our strategies enable many of our clients to reduce taxes and create additional wealth.

 

Learn about the opportunities and solutions that will enable you to diversify your portfolio and help you achieve your short term and long term goals!

 

 

©2018 Mentorship Wealth Management

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