Professional financial representation requires many things including a fundamental commitment by your Financial Advisor to your financial education and your financial future.
Integral to this is a financial blueprint -or Financial Plan- which combines all elements of each clients' wealth and risk management goals and objectives into a single, coherent game plan for the future.
Investment objectives, investment time frame, risk tolerance, net worth, income needs, age, CPP and OAS eligibility are among the factors in the equation that form the parameters of the Financial Plan. So are Tax and Legal considerations. This is why First Capital Financial is pleased to be partnered with Weiler & Company www.weiler.ca AND Fera Law www.guelphcriminallawyer.ca. We have enjoyed long term relationships with both firms and look forward to combining their expertise with ours, towards the goal of providing you with the best professional representation across multiple disciplines.
I look forward to speaking with you next to discuss the steps required to complete a detailed, long term financial plan for you and your family. If you have any questions in the meantime, please give me a call.
Oh, and one additional note, markets are up and as we approach year-end, we are on target to deliver our commitment to you: solid, risk-adjusted returns which give you financial security and the peace of mind that goes with it.
The opinions expressed are those of the author and may not necessarily reflect those of Manulife Securities Investment Services Inc. This publication is solely the work of Martin Weiler for the private information of his clients. Although the author is a Manulife Securities Advisor, he is not a financial analyst at Manulife Securities Investment Services Inc. This is not an official publication of Manulife Securities. The views, opinions and recommendations are those of the author alone and they may not necessarily be those of Manulife Securities. This publication is not an offer to sell or a solicitation of an offer to buy any securities. This publication is not meant to provide legal, accounting or account advice. As each situation is different, you should seek advice based on your specific circumstances. Please call to arrange for an appointment. The information contained herein was obtained from sources believed to be reliable; however, no representation or warranty, express or implied, is made by the writer, Manulife Securities or any other person as to its accuracy, completeness or correctness.