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Welcome to Smarter Financial Planning
Reach your financial goals with the help of independent financial advisors whose words are read by millions of National Post readers!
Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding of the complex and ever-changing rules and trends within the financial world. Our Fee-for-Service based approach can help you reach your goals on time.
Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding of the complex and ever-changing rules and trends within the financial world. Our Fee-for-Service based approach can help you reach your goals on time.
I think the best thing that has happened to me this year has been the contact with you.Best Thing This Year I wanted to let you know how much we appreciate the opportunity to have you have a look at our situation and for the good advice you have given us. It’s been a bit scary as you can appreciate but going through our finances critically and logically with you to develop a plan to deal with our circumstances has given us some peace of mind. It all seems so clear when you read the piece - the clarity of your writing also helped us understand more fully what we can do. Again, thanks so much - you have been wonderful to work with.Clarity I am writing to thank you for the effort that you put into [my situation], and, more importantly for the insight that you gave me into some important financial issues. It has been a very beneficial and instructive exercise for me and very much appreciated.Important Insight You recently received a letter from AON Consulting advising your firm was placed on the UBC Faculty Pension Plan List of approved Financial Planners. AON also advised that our office would send a communication package to you in the near future....UBC Faculty Pension Plan Approved I think talking with you gave K. and I confidence re our plans for the next couple of years...we needed your relaxed yet informed financial and common sense overview to feel comfortable with our immediate future and the decisions we are making.Common Sense |