My goal is to help families use the many financial tools that are underutilized by so many Canadians – to get ahead NOW, not just in the future.
We all have heard the headlines in the news… Canadians aren’t saving enough, Families now have record levels of debt and Young Canadians aren’t going to be able to retire with enough savings.
This can be true in certain cases. But I’m not just another voice in all that noise.
I am here to let people know, especially those farther away from retirement, that there are so many tools and tricks that people can be using right now. There are ways to get ahead, get richer, and have the financial freedom to make choices – not only now but also in retirement.
I run my own financial planning practice in Calgary, under the trusted Investors Group institution.
I take great pride in helping a diverse group of clients take advantage of the many tools available for investments, insurance, mortgage planning, budgeting and overall sound financial planning.
It would be a pleasure to sit down with you and your family to explore how we can improve your life now, and in the long term.
I am located in Calgary so give me a call and we can set up a free consultation.
Lucas Mertz, BBA
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