What We OfferFinancial Planning
Cordis Financial Planning Services
Financial planning is a set of services designed to ensure your financial needs are met now and in the future.
Investing appropriately depends on the risk tolerance of the individual and their personal circumstances. What is appropriate for a 25-year old may nor may not be appropriate for a 65-year old; what is appropriate in a tax-free savings account (TFSA) may not be appropriate in an 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
Because they can outlive an owner or partner, businesses have unique 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.
- Establish the engagement and define the terms
- Gather data
- Analyze and evaluate the data
- Develop recommendations and/or alternatives
- Implement the recommendations
- Review the plan
Get In Touch
10563 172 St.
Edmonton, AB, T5S 1P1