Personal Financial Planning
Most people would agree that if you can clearly see where you are going, then it makes it much easier to get there!
Financial planning is the journey that we undertake with our individual clients to help them gain perspective on where they are today and what their future financial picture might look like.
As Certified Financial Planners, we partner with our clients to create custom tailored investment strategies. We offer experience, expertise and exceptional client service.
Through our six step Financial Planning process, we come to know what is truly important to our individual clients. By learning about and understanding what motivates them in their personal and financial pursuits, we can effectively connect the dots and design a road map that will help our clients arrive at their desired financial destination.
Every person, couple or family that we work with has uniquely individual dreams, aspirations and goals.
Through regular contact and reviews, we will ensure that your plan is working for you and is keeping pace with any changes that life may bring.
We will guide you and provide you with solutions and service that is relevant to your unique needs. Ultimately, this leads to peace of mind, confidence and complete financial security.
If you are not currently working with an advisor, or feel that there is room for improvement in your current situation, consider the ways a Certified Financial Planner from McAuley Financial Services could help you.
As an impartial Financial Planning Practice, our team of Professional Certified Financial Planners will be pleased to assist you in uncovering opportunities and identifying areas of improvement to get you ever closer to your ultimate financial goals and desires.
Experience, Integrity and Exceptional Client Service
Our Process
We are impartial financial advisors who have access to thousands of financial products from Canada's most respected financial institutions. Our personalized solutions will contain the most competitive products, from the best companies, to solve your personal or corporate needs.
The specific process we employ to achieve this end result is as follows:
- Confidential review of personal and financial data
- Development of a precise understanding of your goals
- Analysis of your current position
- Presentation of a recommended plan of action
- Implementation of specific products and strategies
- Periodic reviews
Helpful Links
Human Resources and Social Development Canada
Formerly known as Human Resources Development Canada, the HRSDC site provides general and specific information about the CPP, including forms, payment and taxation information, reference guides, as well as links to information about benefits, eligibility, contribution rates and provisions, OAS, and disability benefits.
Canada Revenue Agency
The CRA website is a completely comprehensive source for tax practitioners including information about Income Tax Act rules and interpretation bulletins. Those familiar with the site recommend taking notes and keeping an organized list of bookmarks in a separate browser folder to refer back to as needed to save time and avoid having to repeat the search with each case.
Testimonial
“I am so new at the responsibility of handling money that I’m never sure what I am expected to do. But I can tell you, the time you spent with me yesterday was invaluable.”
—Gladys M.
