at 4720 Kingsway, Suite 1900, Burnaby, V5H4N2 Canada
Financial Planning Services
Here is a simple question: Is your financial advisor a real financial planner? Don’t be so quick to answer YES, as a new study found that only 30% of the people that call themselves financial planners actually do ANY financial planning. Make sure you are getting financial advice and planning help you really need. Lots of people give financial advice about investments and the next sure thing, but only REAL financial planners design your investment portfolio based on your goals and objectives, your risk tolerances, need for liquidity and other factors. Only genuine financial planners help with decisions about employee benefits, taxes, insurance, home ownership and mortgages, buying cars, paying for college, retirement and estate planning. If you would like to see how financial planning and investment management is really done, talk with me and I will provide the honest transparent advice you are looking for. For over 13 years I have been involved in the financial service industry helping people like you. Just visit me at www.seanpeach.com, or call me at 604.453.3394.
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I wish you a very merry Christmas - but make sure you avoid that financial hangover. Remember that "things" have the capacity to make you happy only for a short period of time. It is experiences and relationships that make you happy for the long term. Therefore, spend more time with family and less money on "things" over the holidays!
Happy Father's Day! This post is dedicated to my Dad. We are all busy with plenty of stuff on our personal to-do lists. Most people don't have the time, knowledge or inclination to deal with difficult financial subjects in timely matter. It seems planning our vacations and researching what to buy online is way more fun. After being involved as a financial planner for 9 years now, I've learned that most fathers want answers to these 2 simple questions: 1) When can I stop working if I do not have to? 2) Will my family be okay financially if I get sick or die? In honour of Father's Day, please consider setting aside some time to getting your own answers to these important questions.
Investment quotes I live by: -Life is simple, but we insist on making it complicated- Confucius Always invest within your circle of competence. We can't all be expert investors, but we can gain an edge by investing in businesses we understand. -A jug fills drop by drop- The Buddha Everyone wants a fast track to riches, but fortunes are more often made by being patient and working the power of compound interest. The more time you allow your investments to compound, the better. -Practice patience, and keep it simple with investing- Sean Peach