at 140 Ouellette Place, Windsor, N8X 1L9 Canada
Enjoy the life you want today. Plan for the future you want tomorrow. The first step is a financial security plan with the right advice.
As your partner in achieving your goals, I’ll work with you to help you make informed decisions about your financial future. Life is full of unexpected changes. I can help you understand from a financial perspective what you can expect, your options to handle unexpected financial situations, and the risks and benefits associated with the decisions you make.
89 FB users likes Evan Carrick; Financial Security Advisor, set it to 18 position in Likes Rating for Windsor, Ontario in Bank/financial services category
Enter for your chance to win a $100 Prepaid Mastercard!
Did you know!? Building a relationship with a financial security advisor can be one of the best investments you make in your financial future. After only four to six years, Canadian households who partner with a financial advisor have 1.58 times more assets than those who do not. This rises to 2.73 times more assets after 15 years. Advised households are almost twice as likely to participate in tax-advantaged solutions, such as an RRSP, TFSA or RRIF. Advised households also save at double the rate of non-advised households. Give me a call today and lets set up a time to sit down and tailor a financial plan to your individual situation.
How do you measure the value of advice? It’s one of life’s intangibles, but most of us seek it out before making important decisions. The best advice is meaningful and impactful, and as unique as the person receiving it. And while some people think they can manage on their own and are satisfied with the results, they may not even be aware of the opportunities they’re missing. This is particularly true when it comes to financial security planning, where good advice can be worth its weight in gold. That’s because receiving financial security advice is not just about having access to a wide variety of financial products. It’s about developing a relationship with a financial expert who will take the time to understand your financial situation, work with you to develop a plan to achieve your goals, and help you stay on track despite life’s twists and turns. Many independent studies confirm that financial security advice gives you – the investor – a greater chance of: -Increasing your savings by maintaining a disciplined approach Being better prepared for a comfortable retirement -Selecting the most tax-efficient investment strategies for all stages of your life -Successfully navigating unexpected financial or personal challenges And despite what many people think, you do not need to be wealthy or established in your career to benefit. In fact, it’s never too soon, or too late, to work with an advisor. Some might even say you can’t afford not to. To learn more about how you can take advantage of the value of financial security advice, give us a call.