Time is Money, Right?
Are your financial files organized? Are you able to tell me
what your ROI is in less than 20 seconds? Do you know what you
spent on utilities last year? Do you have easy access to your
daily household or office paperwork? If your answer is no to
any of those questions then Kaos Group should be organizing
your paperwork. With the Office Basics we can have your
household finances, investments utilities, mortgages, rentals,
tax information, and all the other paper work that you need to
keep and refer to – organized and easily accessible.
Then you can start to consider these questions:
Do you
make money and spend it? Do you know where you spend it? Do
you have your RESP's and RRSP's? Do you need some? Do you know
what kind of return on investment your money is making? Do you
have an up to date will?
If you couldn’t answer those questions with an absolute YES
then I recommend we get your finances in order. Simple
tracking systems will allow you to evaluate exactly where your
money is being spent. Once your finances are in order I highly
recommend you speak to a financial advisor. Here are a few
experts from the field whom I recommend:
Mary Di Salvo A financial advisor with 27 years in
the industry, focused on creating financial well being for her
clients. A phone call will cost you nothing - not planning
for your future will cost you everything.Financial Advisor
(Segregated Funds, Mutual Funds, GIC's), Life/Critical
Illness/Disability Insurances, Group Benefits Plans.
Travelling from London to Toronto to Ottawa, as you can see,
distance isn't an issue when it comes to meeting with my
clients. Email:
maryrdisalvo@aol.com
Phone:
London 519-649-2513
Toronto 416- 369-2989
Toll-free 866-297-2451
Francesca Rea As a financial consultant her main
objective is to be committed to understanding and respecting
her clients' individual business and personal financial goals.
She provides a peace of mind that your business is protected
from the changing tax laws, interest rates, world events and
the health and well- being of you and your family.
Investors Group Consultant
Phone: 416-491-7400
ext. 507 1-888-491-7415
Fax: 416-491-7416
Cell:
416-726-2510
www.
investorsgroup.com
My
Personal Web Page
Leigh Kershner Investment Advisor, RBC Dominion
Securities Inc. Affluence creates options, and options can
sometimes be challenging. Leigh works diligently to develop
and manage multi-faceted wealth management strategies tailored
to individual needs. Leigh offers a wide range of services
including: Financial and investment planning, estate planning,
and business succession planning. Call Leigh at 416-699-4832
if she can help you. www.rbcds.com/leigh.kershner
Eva Sachs is a Certified Financial Planner working
with women in business. A specialized consulting area of her
practice, Women In Divorce Financial deals with
providing financial clarity for women in divorce which
includes analyzing separation agreement settlement options.
Eva Sachs B.Comm. CFP CDFA Certified Divorce Financial Analyst
Phone: 416.232.1540 Contact: esachs@womenindivorce.ca
Visit my informative website at www.WomenInDivorce.ca
