Financial Planning

We do the heavy lifting so you don’t have to.

 

There’s no doubt that in this day and age, Canadians have greater access to information and DIY options than ever before. But even though I could watch a Youtube video and learn to cut my own hair, I’m still going to leave it to the professionals. Why? Because they do it all day long, every day, and I care about the end result. There’s a lot of bad advice out there to sift through to make the right, informed choices. Ask yourself: do I truly have the time, energy, and interest to do the work required to protect my financial future?

We do the heavy lifting so you don’t have to.

 

There’s no doubt that in this day and age, Canadians have greater access to information and DIY options than ever before. But even though I could watch a Youtube video and learn to cut my own hair, I’m still going to leave it to the professionals. Why? Because they do it all day long, every day, and I care about the end result. There’s a lot of bad advice out there to sift through to make the right, informed choices. Ask yourself: do I truly have the time, energy, and interest to do the work required to protect my financial future?

Did you know?

The value of an advisor is almost triple their fee.¹

Cookie Cutter

Forget cookie cutter plans or algorithms.

Investing is a very personal process – it’s rare to find two people in the same situation. That’s why each of our clients receives a custom financial plan that considers their specific needs and constraints.

Your plan should encompass your unique desires and circumstances with details about specific targets and strategies. It should leave you feeling confident that your money is being put to work for you and that you are on track to reaching your goals.

What are YOUR goals? Let’s achieve them.

Help family.

Replace income.

Achieve financial freedom.

Build a legacy.

Give back.

Save for the future.

Prepare for the unforeseen.

Pay less tax.

Get Started

What are YOUR goals? Let’s achieve them.

Help family.

Replace income.

Build a legacy.

Give back.

Achieve financial freedom.

Save for the future.

Pay less tax.

Prepare for the unforeseen.

Get Started

A Financial Plan: Your road map to success.

A financial plan is a detailed document that outlines where you are and where you want to be when it comes to money. Think of it like the blueprint to achieving your goals. Without a solid financial plan, investing can be disjointed and inefficient or, even worse, out of reach entirely.

Your financial plan should include:

    • short-term goals;
    • long-term goals;
    • savings strategies; and
    • investment strategies.

Your financial plan should be reviewed and updated as your circumstances change – a wedding, divorce, new baby, ailing parent, etc., to ensure that it stays relevant to you.

The Process is Simple


  • 1.

    Meet &

    Greet

  • 2.

    Data Collection &

    Analysis

  • 3.

    Plan Proposal &

    Approval

  • 4.

    Implementation

  • 5.

    Review &

    Update

    • The Choice is Clear.

    LanderyouUmb

    We work for you.

    Unlike the banks who want to put your money in their products, we have no vested interest in where your money goes other than to maximize your returns. That gives us more options and more flexibility.

    It’s our reputation.

    It’s our name on the door. We care about our clients and work hard to maintain a reputation of excellence in our community.

    We’re accessible.

    Enjoy all the benefits of a small firm: you won’t see a lot of turnover and will get to know and trust the whole gang pretty quickly. Your calls and emails will be returned ASAP rather than in 3-5 business days, and we’ll come to you for meetings if that makes your life easier.

    We’ll meet you where you are.

    We don’t set account minimums or only work with affluent clients. We want to help get you to affluence, no matter how far off that goal may be.

    We work for you.

    Unlike the banks who want to put your money in their products, we have no vested interest in where your money goes other than to maximize your returns. That gives us more options and more flexibility.

    It’s our reputation.

    It’s our name on the door. We care about our clients and work hard to maintain a reputation of excellence in our community.

    LanderyouUmb

    We’re accessible.

    Enjoy all the benefits of a small firm: you won’t see a lot of turnover and will get to know and trust the whole gang pretty quickly. Your calls and emails will be returned ASAP rather than in 3-5 business days, and we’ll come to you for meetings if that makes your life easier.

    We’ll meet you where you are.

    We don’t set account minimums or only work with affluent clients. We want to help get you to affluence, no matter how far off that goal may be.

    A Complete Solution.

    There’s more to financial planning than simply contributing to your RRSP. Landeryou Financial offers a comprehensive look at all areas of wealth management, including:

    Retirement Planning

    Learn more

    Estate Planning

    Learn more

    Tax Planning

    Learn more

    Portfolio Analysis

    Learn more

    Ready to get started? Let’s chat!

     

    We offer a free 30-minute consultation. We’ll review your situation, assess your needs, and outline your options.

    Book an Appointment

    Questions? Check out our FAQ.