Most families are so focused on running their households, so often they don’t have time to conduct proper financial planning for themselves. Rather than preparing for financial issues in advance, most find themselves reacting to life’s surprises.
At the same time, many financial advisor firms in Ontario focus on the products sold instead of the client’s goals. Given this approach to financial planning, it’s no surprise that families become frustrated with the results.
At Vision Investment Group®, we take a different approach. We don’t offer advice on your financial situation until we fully understand your short, mid and long-term goals. Once we know what you want and the resources you have accumulated to date, a financial advisor will model different scenarios and come up with a plan that will give you financial clarity. Only then will we recommend products and strategies.
Feel free to contact us in our office for assistance with any financial questions, or if you are looking for financial planning advice or to hire a financial advisor.