Planning and Process

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
  • Reduce 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/critical illness. Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education – then we source solutions to help you address your specific needs and current gaps in your planning.

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.

Insurance products, including segregated fund policies are offered through MRE Financial Services Corp. , and Jeff Brown and Gil Ennis offer mutual funds through Quadrus Investment Services Ltd. Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

 

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