Canadians will spend 6-8 hours planning for a two week vacation, yet will spend little to no time planning for a 30 year retirement...
Retirement is a transition to a new and exciting stage of life. So why not have a personalized financial plan built specific to your unique goals and concerns to allow you to focus on what matters most?
It is my goal to educate and provide sound investment planning advice to help Canadians feel confident and proud of their financial decisions. By utilizing a value based investment approach, I aim to provide full clarity of goals, a strategy for those goals and constant oversight throughout your lifetime. I believe in building wealth through long lasting relationships and smart financial advice that can withstand the short term volatility of the market.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
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