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Planning and Process

Financial security planning

Financial security planning is about more than saving money for retirement – it’s about helping protect what means the most to you and helping you achieve your short- and long-term goals.

The first step to achieving your financial security goals is creating a financial security plan. Our goal is to help you build a plan that’s tailored to your needs, flexible enough to meet your changing needs and based on solid insurance and investment products.

A solid financial security plan can help you:

  • Provide for your family in the event of your death, disability or a critical illness
  • Secure a comfortable retirement
  • Control your debt
  • Fund a post-secondary education for your children
  • Minimize your taxes
  • Leave an estate to your heirs
  • Meet a variety of business protection needs
  • Provide affordable benefits for your company’s employees

Financial security planning process

To build financial security plans, we use a proven process based on the four cornerstones of financial security – financial security at death, at retirement, liquidity and disability and critical illness. Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education – then we look at product solutions to help address those specific needs.

This goal-based financial security planning approach is designed to help you:

  • Better understand what financial security means to you by reviewing your current needs and defining goals
  • Identify and discuss any roadblocks to achieving your goals
  • Analyse your situation, identify any gaps and build a plan to help you achieve your short- and long-term goals
  • Review and monitor your plan to help ensure it continues to meet your changing needs

 

Contact today to find out more about our financial security planning process and how a sound financial security plan can help you achieve your goals, for now and in the future.

Contact Us

Please contact us to learn more about financial planning and how we can help you realize your dreams.

Contact us today

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  •   2005 Sheppard Avenue East, Suite 602, Toronto, Ontario M2J 5B4
  •   416 756 8662

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The information on this website is intended for residents of Ontario only.

Insurance products, including segregated fund policies are offered through Helkie Financial & Insurance Services Inc. and Jim Helkie and Mike Suska offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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