
Most Canadian families are financially
ill-prepared when they are hit with some of lifes challenges
and changes, such as:
- Loss
of Employment
- Managing
an Inheritance or
Substantial Severance Package
- Paying
for College and Education
- Retirement
- Starting
Up Your Own Business
-
Surmounting Debt
- Sudden
Injury or Illness
- Loss
of a Spouse or Loved One
- Death
Would
you like to avoid being like most Canadians? Do you want to
make sure youre making wise financial decisions today
that will see you and your family through lifes challenges? |
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P.B. Fraser and Associates/ Dundee Securities Corporation have
pioneered a highly personalized financial planning approach that
will give you a clear and objective outlook of your current and
future financial situations. Our professionally prepared and
custom designed financial plans provide you with a
"road map" of how to handle and prevent some of lifes
sharp turns.
Your P.B. Fraser and Associates/ Dundee Securities Corporation
Investment Advisor will personally guide you through
a detailed review of your:
- Long
Range Objectives (Financial Independence, College, Freedom from
Debt, Lifestyle Desires, Strategic Giving, Start My Own Business)
- Goal
Setting (short and long term)
- Income
and Living Expenses
- Income
Taxes Situation
- Debt
Reduction Issues
- Estate
and Will Review
- Cash
Flow Margin & Projections
- Net
Worth Calculations
- Income
Tax Projections
-
Investment Overview
- Education
Analysis
-
Charitable Giving Strategies and Wishes
-
Retirement Analysis
-
Insurance Analysis *
At the end of the consultations, you will have a clear picture
of where you are headed and what moves you need to make next. Our
professionally prepared plans are uniquely designed to address your
specific issues and concerns. They are based on your goals and needs.
You will find that you will refer to your plan often; it will serve
you as a guide to helping you stay focused and on track.
Finally
youll be able to rest at ease, knowing all "corners"
of your financial matters are being covered.
Getting Started
is the first
step.
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Financial Planning | Retirement Planning
| Investment Services |
| Insurance & Estate Planning | Portfolio
Performance & Monitoring |
| Legal Services | Tax
Planning |
  
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