Making Dreams A Reality - Planning Ahead Newsletter

Testimonial
Emma-Stodel-Peter-Richardso

"We went to see Betty-Anne in our mid-thirties concerned that we did not have a satisfactory plan in place for our retirement and had not written wills. With Emma being self-employed and newly immigrated to Canada she had no pension in place whatsoever. Pete had a small RRSP from a previous employer but no ongoing game plan and plenty of anxiety. We felt we were starting to develop a financial plan very late in our lives and believed we were behind the eight ball. We have dreams of early retirement, a life full of travel, and a taste for some of the finer things in life yet we had no strategies as to how we were going to realize them.

Meeting with Betty-Anne made all the difference. She quickly developed a financial plan for us and showed us what was realistic and what we needed to do in order to be able to live the life we dreamed of and retire when we wanted. Betty-Anne is able to explain concepts in an easily comprehensible manner and understands and meets all our financial needs using a holistic approach. Not only does she help us with our financial matters, she always has her finger on the pulse for networking and professional development opportunities for us. We now feel confident about our financial future and are already enjoying travelling around the world without anxiety."

Emma Stodel, PhD,
& Pete Richardson, P.Eng.

Planning Ahead

The Newsletter of Money Management and Financial Planning Ideas
(click on date or image to view the complete newsletter)

July 2009

March 2009

January 2009

Oct - Nov ‘08

Consider taking this time to ensure the important components of your financial strategy are in order. We can help you reassess how well your savings will support your long-term objectives, like retirement.

Please contact us today and we’d be delighted to schedule a time to talk.