We're dedicated to understanding your goals and priorities to provide you with the professional financial security advice needed to help you achieve your goals.
Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and we will work with you to provide a financial security plan tailored to your needs.
Canadians feel an increasing need to juggle conflicting priorities, like debt, budgeting, home ownership and retirement planning. When it comes to ranking important financial goals, here’s what Canadians are saying:
(Financial Planning Standards Council, November 2015)
Expectations are changing, as in addition, they want:
(CFA Institute survey, From Trust to Loyalty: A Global Survey of What Investors Want 2016)
We'll help you understand the options that exist, provide a personalized written plan (Certified Cash Flow Plan™ and personalized Naviplan) with recommendations and action plans for full implementation. We will describe the products available to help achieve your personal or business goals and once your plan is in place, we'll continue to work with you by reviewing your financial security plan to help ensure you're on track to achieving your goals. We will clearly outline our unique process, describe the deliverables you can expect and the value/cost benefits.
(IFIC, The value of advice: report, 2011)
(IFIC, New evidence on the value of financial advice, 2012)
(FPSC, Value of financial planning, 2012)
Mark is an intelligent businessman, who is also very articulate and creative and just a great guy. Mark is also a trusted business partner who works to make sure your needs are met. I highly recommend Mark to anyone considering doing business with him.
Did you know that when it comes to your financial well-being, advice may be the difference between achieving your financial goals and falling short? Make the most of your money with the help of a financial security advisor.
GLC Asset Management Group's Market Matters monthly investment commentary will help to keep you informed when making financial decisions.