For Your Transitions
With Respect, Conscience & Confidence
Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. A financial advisor plays a central role in addressing your specific financial needs and concerns, and can provide a lifetime of guidance as well.
It is never too early or too late to take control of your financial future, and there is no better time than now to set an appointment with a financial advisor.
My job as a financial advisor is to first discover and clarify your attitudes and feelings about money. I often use a money personality questionnaire tool called Moneymax, developed several years ago by Dr. Kathleen Gurney, Ph.D that helps determine ‘Your Money Personality’. This in turn will help both of us in creating the financial strategy (ies) that will help you achieve your desired goals and ambitions in a confident and smart manner.
I next gather relevant financial information to assess your present position, identify your priorities and objectives, and help develop sound strategies to provide for your current needs and long-term goals. No one knows what the future holds, and it is prudent to avail yourself of comprehensive wealth-building and wealth-protection planning.
Whether your needs are funding a rewarding retirement, providing university educations for your children, protecting your family or business from misfortune and liability, or creating a tax-efficient estate plan, I can help you create a balanced strategy to enhance and protect your way of life.
Since managing your finances is an ongoing process, it is important that you feel comfortable with your advisor, share a mutual respect, and be confident that your best interests are your advisor’s top priority.
I welcome the opportunity to explore your financial options with you. Please do not wait – it is your future, and that is too important to neglect.
To set an appointment, pick up the phone and call my office today at:
(416) 277-9790, or send a meeting request via email:
jean-marc@legerfinancial.ca