Independent, objective, and unbiased advice isn’t easy to find in today’s financial marketplace. Most advisors you could meet with work for a financial institution, and have an obligation to recommend products produced by that institution.
We are different.
We are a financial planning and investment advisory firm specializing in finding our clients the right solution to their financial, retirement, estate and investment planning needs. As we are not employed by a financial institution, we are able to be independent and unbiased in arranging for our clients the best plan for their insurance or investment needs
We draw on decades of wisdom and experience in drafting individualized, customized plans designed to guide our clients to the achievement of their goals. We are associated with the Wealth and Insurance Solutions Enterprise (within Freedom 55 Financial, a division of London Life Insurance Company), a specialized segment of advisors focused on meeting the complex needs of affluent Canadians.
There are literally thousands of investment funds available in Canada. We do daily research through a variety of sources so we can provide our clients with the information, options and insights they need to make the best decisions regarding their investment portfolios. We are able to source dozens of banks, trust companies and credit unions in an effort to find our clients the most competitive GIC rates, and utilize Canada’s leading life insurance companies to ensure we can tailor the most appropriate insurance products for our clients’ financial security needs.
Call us today for a personal consultation – 613-283-5510
WHAT WE OFFER
Investment Services
Whether your objectives are preservation of wealth or building your future nest egg, Pankow Financial is here to help you. Especially if you don’t have an investment strategy yet, we can help you get started on your way to future financial stability. (Read more)
Planning Services
If you are currently retired or years away, reviewing your plan regularly makes sure all things are on track. With the ever-changing investment options and tax laws planning for retirement requires monitoring and regular updates to be sure you’re on top of things. (Read more)
Insurance Planning
We know that life insurance can provide some unique and valuable financial benefits, especially for those with dependents to support. It is often the best way to insure that your loved ones will be financially stable should you die prematurely. (Read more)
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Pankow Financial Solutions | We Plan, To Help You Prosper
pankow.ca
Pankow Financial is a financial planning and investment advisory firm specializing in financial, retirement, estate and investment planning needs.
Here are some great tips to help people plan for retirement. A comfortable retirement may be more achievable than you think - especially if you can be debt free and don't mind working part-time for a few years. Deferring CPP until age 65 or later can also ensure you have a larger pension for life when you do retire. A variety of factors, including inflation, taxation, rate of return on investments, loan payments and more have a major bearing on when you can retire and how much income you will have to enjoy in retirement. A well-drafted retirement plan can help illustrate for you what your retirement income can look like, whether you are retired now, or planning for the future. We can help.
20 Ways You Can Retire With Less Money
msn.com
The earlier you start saving for retirement, the better. But if you’ve waited too long to start planning for life after work, it doesn’t mean that you’ll spend your retirement in poverty. By mak...
Here is a good article on some of the value a financial advisor provides to his or her clients. As a Certified Financial Planning Professional, I take a comprehensive approach to someone's overall needs including financial objectives of saving for retirement or a child's education, or even saving for that first home. It also includes retirement income planning which helps people understand if they can afford to retire, or if they are retired, how secure their cash flow is for life. As an insurance licensed advisor, I can also provide advice and solutions for income security in the event of death, disability or serious illness. A full service advisor provides unique value that not available through all financial advisors.
Where can a traditional full-service advisor add value? - The Globe and Mail
theglobeandmail.com
Beyond investment returns, they can provide risk management, long-term planning and behavioural coaching
Here is a good article from the Globe and Mail talking about the value added by a financial advisor or financial planner. As a full-service firm offering financial planning, risk management and investment management solutions, we can provide a comprehensive approach to individual needs. www.theglobeandmail.com/globe-investor/globe-advisor/where-can-a-traditional-full-service-advisor...