Who am I? What do I do?Submitted by Margaret Bennett on December 19th, 2014
Thanks for visiting my site. I'm a financial security advisor helping you create financial wellness. Don't run away, it's not that scary! I offer a full range of solutions based on your specific goals. I believe that our financial security has both offense and defense strategies. Offense to help you accumulate wealth, build your legacy, and meet your goals - buying a house, sending kids to school, building a business, retiring, or whatever financial security means to you. Defense to make sure that when the unexpected happens - an illness/injury, a death, a job loss or other events - it has a minimal impact on you, your family, your business, your savings, or your legacy. We all know you can't have a team that relies solely on offense or defense so we have to make those two parts work together. I work with you to understand what is important to you. I know money can sometimes be a source of stress, anxiety or embarrassment, but also pride, joy, or gratitude, so I want to help you feel confident about your situation and your ability to accumulate and protect wealth so you can find financial wellness.
My offices are in Toronto, with access to office space in Mississauga, Burlington, and Hamilton, and I am flexible to how we can work together. I have access to a team of specialists who can help create a comprehensive plan for your specific situation. Services include, but not limited to:
- Insurance (Life, Critical Illness, Disability, Travel)
- Investments & Savings (RRSPs, RESPs, TFSAs, Non-Registered savings)
- Mortgages (through in-house Mortgage services including term insurance to protect your mortgage)
- Group & Business Insurance
- Strategies to ensure tax efficiency of investment plans
If you have a plan in place, I encourage you to make sure that you can answer some basic questions about your plan so that if the unexpected happens (good or bad), you can be at peace knowing it's been planned for. I hope we can have the opportunity to meet so I can share with you how I can help you to feel well about your financial situation.