"The best single piece of advice I could give to an individual today is to develop a plan with a planner they trust and stick to it."
- Are your investments tax efficient?
- Do you want to keep more of what you make?
- Would you like your estate to pay less tax?
- Will I have enough money to retire?
- How do I know if I'm on track?
- Will I outlive my capital?
- How do I protect my confidence?
- How do the wealthiest Canadians invest their money differently than others?
- Do you really understand what you own in your investments?
- Do you ever feel you should have made more progress at this stage of your life?
- What happens when I'm no longer here?
- How do you want to help your family?
- Are your wills planned for tax efficently?
- How can I most effectively transition my business?
- How will my family be affected?
- Who can help me put a successsion plan in place?
- What happens if I die prematurely? Will my family be alright?
- What happens if I get sick, will I be alright?
- Can I access my investments?
- What do I want my legacy to be?
- Am I able to support my charities tax effectively?
- Do you really know where your money is invested?
- Are you taking advantage of the investment strategies used by the wealthy?