FindYourAdvisor.ca

This is a free service. This websie helps individuals and businesses in the Greater Victoria area match their needs to the expertise of a Financial Planner near them. Go to www.FindYourAdvisor.ca and fill out a brief questionnaire about your needs, and you will be put in contact with a suitable Financial Planner.     For most people, the financial world can be an overwhelming place where good information from a trusted advisor is difficult to find. Our aim is to help you find the professional advisor who will work with your best interests in mind.    Creating and implementing a complete, comprehensive, and effective financial plan takes time. Unfortunately, many of us lead such busy lives that the planning we know to be so important, gets put off again and again. Even if we had the time, most of us wouldn’t even know where to start.   A financial expert can be the key.     There are several different ‘disciplines’ that make up comprehensive financial planning. These include: Investment Planning, Tax Planning, Retirement Planning, Estate Planning, and Education Planning, as well as Cash and Risk Management. Eventually, your financial plan should cover each of these areas.    The financial planning process starts with gathering data and establishing clear goals that a client wishes to achieve. From this data, potential issues and opportunities should be identified and addressed, and a road map (your financial plan) can be drawn.    Over time, everyone’s situation is bound to change, and it is imperative that a close relationship be kept between client and planner. For this reason, it is very important that you match your needs and personality to the expertise and personality of your planner.   Go to www.FindYourAdvisor.ca          

Mission

This is a free service. This websie helps individuals and businesses in the Greater Victoria area match their needs to the expertise of a Financial Planner near them. Go to www.FindYourAdvisor.ca and fill out a brief questionnaire about your needs, and you will be put in contact with a suitable Financial Planner.