financial planning

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Definition of Financial Planning

Financial planning is a process to assist individuals and families to clarify goals and to set objectives to meet those goals.

What we can do for you

At W. A. Robinson & Associates, we understand the uncertainties and anxieties involved in planning and managing your own assets. To learn more about the process, read this article "Select Investment Counsel".

We provide our clients with a trusted and personalized approach to finding an appropriate balance for them and then provide our long-term guidance and counsel.

Should I consider a financial plan?

Yes, if you are concerned about the following:

• Accumulating assets and managing your existing assets
• Objectively examining your general and life insurance coverage
• Reviewing your wills, living wills or powers of attorney
• Planning for the costs of education for children or grandchildren
• Setup and managing your RRSP or Pension Plan for your retirement
• Inter-generational transfer of your assets or sale of your assets/business to others
• Tax planning  

For more information on our planning services, please send us an email.