What We OfferFinancial Planning
Cordis Financial Planning Services
Let’s get planning to ensure your financial needs are met now and in the future.
A great investment plan takes into account your risk tolerance and personal circumstances. What is appropriate for a 25-year old may not be appropriate for a 65-year old, and what makes sense in a tax-free savings account (TFSA) may not make sense in a registered retirement savings plan (RRSP) or a registered education savings plan (RESP). Understanding “why” is just as important as “what” when it comes to investing your money.
Business Insurance Planning
Business owners wear many hats. Because a business can outlive an owner or partner, businesses have unique insurance planning factors. This makes it vital to identify and match the need with the corporate structure and right insurance product. When necessary, the process to do this can include working with other professionals, such as accountants and lawyers.
Working with a financial planner gives you a 360-degree look at your life, money, and where you want to be. It’s ok to not have all of the answers – your future is more than a single transaction. Our team helps you better understand the world of personal finance, whether it’s insurance, investments, taxes, retirement or your estate. Here’s how we do it:
- Get to know you and help you set goals
- Gather intel and answer your questions along the way
- Analyze and evaluate
- Develop recommendations or alternatives that meet your financial needs
- Roll out your personalized plan
- Review the plan to make sure it’s working for you
Get In Touch
10563 172 St.
Edmonton, AB, T5S 1P1