What I Do For Work

By Day I am a financial planner in Maple Ridge BC providing full service Financial Planning.  Between myself and the people I work with, we specializes in Financial Planning, Investment Planning, Retirement Planning, Insurance/Risk Planning, Estate Planning and Cash Management.

I believe Financial Planning starts by asking questions

  • Retirement Planning
    • Do you know when you’re going to retire?
    • Do you know how you will retire?
    • Do you know what’s beyond retirement?
  • Investment Planning
    • You’ve worked hard for your money, shouldn’t it now work hard for you?
  • Insurance Planning
    • How will your family get by if you have a Critical Illness such as Cancer or a Stroke?
    • With your death or disability, how will your family pay the bills?
  • Estate Planning
    • Who will get the biggest chunk of your estate on your passing, your family or the government?
  • Employee Group Benefits
    • Are you a business owner looking to attract and retain good quality employees?
    • Do you want a tax deductible way to provide health and dental benefits to your employees and their families?
  • Tax Planning
    • Do you pay taxes?
    • Are you paying the least amount of tax?
  • Cash Management
    • Do you need a strategy to get out of debt and start saving money?

Often when I ask someone, “Do you work with a Financial Planner?”, I get the answer, “I don’t need a Financial Planner, I have no money!”

Hmmm….  Maybe you have no money Because you don’t work with a financial planner.

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