Our Philosophy

Our Philosophy

Accumulating wealth doesn’t come easy. While most people would suggest they would love to retire early and travel the world, there is a big difference between a dream, and a goal.

In an age when too many people are hoping to rely on lottery winnings or inheritance to look after them later in life, Canadians are saving less and borrowing more. Half of working age people are living pay cheque to pay cheque and, while financial and retirement planning may be a priority, it often doesn’t get the attention it deserves. As a result, it often gets pushed to the back burner as time and money gets spent on shorter term needs and wants.

At Pankow Financial Solutions, we believe effective financial and retirement planning is important at all ages and can give people the clarity they need to make the best decisions with their money. We believe a well thought out, structured and disciplined investment plan can provide tremendous advantages and can lead to financial freedom later in life.

At the same time, we believe that financial security planning should not take a back seat to wealth accumulation plans. Too many things in life are not certain, and we all face the risk of serious illness, disability or premature death. We can quantify the impact of such events on one’s long-term financial plan, and help ensure that assets are preserved for their intention – financial freedom and retirement when, and how you want it.

We believe that we need to understand our clients’ dreams, goals, priorities and fears. This deep understanding enables us to design the most effective planning, and most appropriate solutions to our clients’ financial needs.

We don’t charge a fee for our consultations or our services. We are paid by investment and insurance companies as we manage your financial future. We believe we can add the understanding, clarity and value you are looking for in your next financial advisor and are willing to spend the time needed to create a meaningful, valued long-term relationship.

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Call us today for a personal consultation – 613-283-5510

Insurance products, including segregated fund policies, are offered through Pankow Financial Solutions Ltd., and Jason Peterson and Barry Thompson offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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