Sunstone Wealth
Share
Are you one of the many Canadians who…
- don’t have a clear picture of their financial future even though they save and invest money...?
- wonder how they can save anything after caring for their obligations because their bills are so high...?
- are certain they would be financially devastated if an unexpected circumstance happened...? Many other Canadians feel at peace with their finances.
- T
I’ve worked with over 1,200 clients over the past 27 years.
1,200 clients taught me a lot as a financial advisor.
I can tell you with the utmost certainty that what they say is right.
It’s not how much you make, it’s what you do with it.
I’ve seen every scenario, every situation… I’ve worked with people from all walks of life… Seen every extreme from hyper saving to hyper spending.
I know we’re living through uncertain times…
But in the end, your mindset matters more than your paycheck.
You really are in control of your finances.
If you need help, I’m here for you.
Check the first comment to find my calendar link.
Here are 5 critical elements of holistic planning:
- Retirement planning — to make sure you have enough money to maintain your lifestyle after you stop or slow down from working.
- Tax planning — to minimize what you owe to the government at the end of the fiscal year and in future years.
- Cashflow planning — to make sure you are able to meet all your financial obligations and put as much money toward savings and investments as you can.
- Estate planning — to make sure your assets are distributed the way you want after you pass away.
- Investment management — to grow your wealth as much as possible without working more and without taking more risk than you are comfortable with.
Which one do you struggle with the most?
Which one do you want to focus on first?
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Website
Address
Opening Hours
| Monday | 9am - 4:30pm |
| Tuesday | 9am - 4:30pm |
| Wednesday | 9am - 4:30pm |
| Thursday | 9am - 4:30pm |
| Friday | 9am - 4pm |
