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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 was happy to refer S.M. You helped me a lot and certainly in light of the craziness of the past two months in the economy, I owe you even more thanks! It has given me peace of mind to know that I have done/am doing what I can. By the way, I did meet Andrew Allentuck for coffee in Winnipeg, very enjoyable! Take care, and all the best in the New Year!Crazy Economy If you only could have seen J’s face. Your work gave some much needed reassurance from QUALIFIED "neutral parties". We will be wearing out the printed version whenever we need a perk. Your original advice we have been reacting on and I am also trying to get better educated on how to handle the money. I personally thank you for your positive and informative advice. If only you could see how uplifting this experience has been to both of us.Positive and Informative Advice Hi to All, I wanted to thank you all again as your guidance and recommendations have provided Sue and I with the insight and courage to take the next steps. A brief update as follows: 1. The (recommended) investments have all delivered above average results 2. None of the former investments remain 3. S. will be retiring from her employer at the end of February plus a 1 year salary package (no pension) 4. My last day of employment will be April 30 Travel plans consume much of our thoughts but as our daughter and her husband are expecting their first child in May we will be in Calgary for a (short) while.Next Steps are Working Many thanks for the patient and respectful manner with which you are coaching us. I know you were repeating many of the points you had already made, but the repetition is helpful. We are dealing with some short term memory issues which can make the decision making a bit cumbersome. Yes, we have been through the mill with this insurance decision. Thank you for helping to guide us away from the annuity and for your thorough investigation of the alternatives. It feels much more comforting to commit to a decision knowing we have had your input.Patience, Respect, and Memory We just want to thank you for all the great advice you've given us over the years, thank goodness we started putting away chunks of money when we did.Great Advice |