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Phone: 780-422-0938
Fax: 780-424-6885
Due to an error in the
Yellow Pages AD,
we have inserted a link to www. monarchregistries.com
for your convenience.
Monarch Registries
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Financial Planning
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When you setout on a journey, it makes sense that you have a clear idea of where you are going and how you plan to get there. The same holds true for achieving your financial goals. Whether your goal is saving for retirement or funding a child’s education or both we can help create a program to put you and your dreams within reach.
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Our Advisors can meet with you – in your home or business to conduct a financial needs analysis for you. The financial needs analysis is without obligation and completely confidential.
Your personalized analysis will provide a complete review of your current financial situation and offer solutions in the following areas: -income protection – debt elimination – asset management – education savings. After a thorough review of the areas above, building your financial future is something that we can put together by outlining specific steps to allow you to get your “financial house in order.”
Our team has a unique process that can help you identify your goals and objectives and develop a number of strategies to achieve them.
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Design a portfolio:
Many Canadians are overwhelmed when faced with the increasing number of available investment options. Tremendously varied, coupled with the
influence from countless institutions, contributes to confusion.
Retire in Comfort
Whether you are planning to retire or are retired our advisors have developed a process to map out your needs for a comfortable retirement and
a plan to ensure that your retirement remains financially worry free.
Reduce taxes
Canada remains one of the highest taxed nations in the world. In fact the average Canadian loses almost half of his or her income to taxes each
year, representing a major obstacle to accumulating wealth. Our team can help you manage or minimize your taxation through tax efficient
investments and/or the implementation of life insurance.
Plan your estate
Many of us spend a life time working to accumulate assets without protecting our wealth. In an event of death and/or disability, consequences
may arise which could be avoided with proper planning. This area of planning is weak for all individuals and in some cases ignored entirely.
We have developed a Risk Management review, which identifies all the risks in reaching your financial goals.
Cash Management:
Canadians need to save money, use a checking account or borrow money. Most go to their local bank branch because it is convenient.
But is this the best choice.
Products and Services:
See our home page and click on to various product lines for details.
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Call Monarch Financial Services & Wealth Management Inc. today at 780-422-0938.
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