A financial security plan tailored to your needs
There’s a lot to think about when you’re building a financial plan. Sometimes, you need help putting all the pieces together. That’s what I do. Today is a great day to start thinking about your financial plan.
No matter where you are in life, I can help you find the products and services that are right for you. Whether you’re buying a home, saving for a special purchase, investing for a comfortable retirement or insuring what’s most important to you, I can help you plan for it. My planning process helps me:
Four cornerstones of a solid financial foundation
I’ll help you see the big picture, through four key building blocks.
Estate planning
What will happen when you die? I’ll go through some important considerations with you – like the expenses involved, charitable giving and what you want for your family.
Retirement
What will your retirement look like? I’ll work with you to help build a retirement plan that can give you the income you’ll need after you stop working.
Income protection
What would happen if you suffered a significant health event or died? Having life, critical illness or disability insurance can help you, or those you choose, to manage your expenses.
Cash flow
Would you have enough cash saved if your earnings stopped? Most Canadians haven’t saved the three to six months’ income experts recommend we set aside for emergencies.
The right solutions for you.
We’ll review and monitor your plan regularly, so it works for you today and down the road – wherever that road takes you. I’ll help you choose the financial security products that are right for you.
Let’s get started today.
Tailored Financial Planning for Your Life’s Journey
Meet with our Certified Financial Planner (CFP®), Marie-Helene Lanoix-Verreault, to gain access to a full range of services designed to help you reach your financial goals. Marie-Helene is dedicated to supporting you from the early stages of planning to long-term guidance, every step of the way.
Tailored Financial Guidance
Are you feeling stressed and uncertain about your financial future? Start your path to financial clarity with our Financial Plan, meticulously crafted for individuals and couples seeking a comprehensive understanding of their finances. We will explore your goals and financial aspirations, providing personalized recommendations that align with your unique circumstances.
Our Financial Plan offers more than just an analysis; it delivers a clear, actionable strategy designed to enhance your financial well-being and ensure long-term success.
To initiate this process, our Certified Financial Planner (CFP®) provides a complimentary 1-hour consultation to assess your situation and discuss associated costs. The service fee ranges from $500 to $1000, depending on the complexity of your financial needs.
Direct Answers to Your Pressing Financial Questions
Are you feeling overwhelmed by specific financial decisions? Our Financial Clarity Meeting provides a pathway to clarity and direction.
We recognize the complexities involved in financial choices, whether they pertain to investment strategies, housing transitions, or merging financial accounts. In this targeted, personalized session, we will address your specific financial questions, delivering actionable insights and strategies customized to your unique situation.
This service is an essential resource for those seeking immediate, expert financial advice to confidently navigate their financial landscape.
Our Certified Financial Planner (CFP®) offers this service for $250, which includes two meetings. Rebate options may be available depending on your circumstances.
Laying the Groundwork for Financial Success
Do you feel confident managing most of your finances but occasionally seek expert guidance? Our Foundation Plan is designed for individuals who value having a professional overview while maintaining a hands-on approach to their financial management.
This plan is ideal for those seeking reassurance on their financial strategy with the benefit of quarterly expert reviews. It offers essential guidance without the burden of constant oversight, striking a balance between independent financial management and reliable, professional support.
To initiate this process, our Certified Financial Planner (CFP®) provides a complimentary 1-hour consultation. Following this, the service fee would be $75 per month.
Customized Strategies for Your Future
Retirement planning can be both complex and overwhelming. Our Certified Financial Planner (CFP®) will assess your current situation and guide you toward your retirement goals. Since retirement varies significantly from person to person, our approach is customized to your unique circumstances.
Whether you are self-employed, a business owner, single, married, a homeowner, or have real estate holdings, each aspect of your life impacts your retirement plan. We consider factors such as existing debts, family responsibilities, and your anticipated retirement needs to create a strategy that ensures financial comfort.
Our Retirement Plan provides a comprehensive strategy for long-term savings, investments, and the systematic withdrawal of funds to achieve a secure and comfortable retirement.
Our Certified Financial Planner (CFP®) offers this service for $500. Rebate options may be available depending on your circumstances.