Life Events
We all know that life happens. Throughout the course of our lifetimes, we experience a variety of events that will have a financial impact on our resources and thus on our long term plans.
We have experience dealing with clients who have had to deal with all of the following:
- The birth or adoption of a child
- Education Funding
- Marriage, Separation and Divorce
- Death of a Loved One
- Disability
- Buying a house or cottage
- Charitable Gifting
- Inheritance
- Job Loss and Severance
- Executive Compensation Review (Stock Options, DSU’s, Restricted Shares, etc)
- Benefit Programs Review (includes a review of the pension plan choices, savings programs, insurance options, etc.)
- Self Employment Start Up
- Sole Proprietorship vs. Incorporation
If you are anticipating or experiencing any of the above, we would be happy to meet with you and review the pros and cons of each decision that you plan to take and help you arrive at the one that best suits your short and long term goals and objectives.
*Please note: The sample financial plan is simply an example of the graphs, reports and text of what you will receive. All plans will vary with individual situations. Based upon your requirements, your plan may include more or less than what is shown in the sample.
Please contact us by clicking here to discuss how we can help you financially through any major life changes or click here for our fees.
