Financial Planning assessment

Buying or selling a home is a big decision with big financial implications on your cash flow and insurance needs. Even if you’re not planning to buy or sell anytime soon, changes in the economy and our life circumstances sometimes cause us to be concerned about our financial security.

 

We can help!

 

Over the years a number of people I know have gone through a Financial Planning Assessment process with Page and Associates Ltd. a financial planning and wealth management firm serving the Greater Toronto Area.

 

Their financial planning process is the basis of the Best Practices Manual of Advocis, the Canadian Association of Insurance and Financial Advisors.

 

People who have been through this process say they have a much higher level of confidence in their financial future, and often save a lot of money on their insurance and taxes as a result of going through this process.

 

I am pleased to be able to offer you the opportunity to benefit from this process. Page and Associates Ltd. has agreed to make their planning team available to my clients without cost or obligation to take you through this respected financial planning assessment process.

 

At the end of the process, you will receive a printed report that outlines your financial goals, resources, tax situation, investment portfolio allocation, a financial forecast to show your future financial position given your objectives, and the financial implications of a death or disability on your financial plans.

 

Please click here to find out more about how these services may benefit you.

Or click here if you would like to schedule your Initial Assessment.

 

Tell them Deanna Page sent you and you will receive the Planning Assessment Report with my compliments!

Compliments of Deanna Page

Deanna Page

Sales Representative

 

Re/Max Ability Real Estate Ltd., Brokerage

Office:  905-432-7200

Direct:  905-440-3901

Cell:     905-243-2523

Toll Free:  1-888-226-2230