Value of Advice
We believe the best decisions are based on a clear and deep understanding of what you really want to accomplish. The best decisions cannot arise without a thorough analysis of the various options you have to choose from and that each option be designed to fulfill your most important objectives.
Every financial decision we make has an impact on other financial priorities. Owning a home may be more expensive than renting, but it builds equity and independence. Purchasing a new car may mean a loan payment for a number of years, but may be a good choice over maintaining an older vehicle that frequently requires service. An investment in life insurance is responsible decision to ensure your family’s financial future is secure, but spending too much on this financial security can mean less disposable income is available to put into savings for retirement or your children’s education. Putting all of your disposable savings into Registered Retirement Savings Plans may be your best move for retirement, but may be the first place you turn to if you become disabled and unable to work, and have no disability insurance to replace your lost earnings.
As a financial advisory firm, we spend the time necessary to understand our clients’ most important dreams and goals, while at the same time, work to ensure we also know what they worry about, what keeps them up at night and what financial security measures must be considered to cover these needs.
It is that fine balancing act where we can add the most value.
As an independent financial planning-based firm, we also have the ability to be completely objective with the recommendations we make, and work with a variety of Canada’s leading financial companies to formulate the best potential solutions for our clients. In a world where many advisors are employees of the financial institution they represent, objective choice is not always easy to find.
Unbiased, objective advice founded on wisdom, experience and a commitment to always put our clients’ interests first.
Let us help you.
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or Family Member
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.