Imagine Your Future
Take a ride on our
Lifestyle Wheel
As part of our comprehensive financial planning service we have developed a ‘Lifestyle Wheel’ to help clients identify how they feel about their current lifestyle and highlight areas for improvement.
It looks at ten elements of lifestyle, including physical and emotional health, fun and recreation, relationships, time, financial wellbeing and personal fulfilment.
Start the questionnaire and give yourself a score, on a scale of one to ten where one is low and ten is high, for each component of your lifestyle.
Your journey starts here…
THE 360° PROCESS
Planning your financial future is a lot like planning a trip. You know where you want to go, but what is the best route to take and what will you do when you arrive?
We’ve been guiding people like you towards financial success through better investment performance and tax-efficient strategies. It all starts with getting to know what matters most to you and your family and learning about where you see yourselves in the future. We then work to develop a customized financial plan that not only keeps you on course, but also provides you with security for any detours or roadblocks along the way.
Our proven 360° financial process is a complete financial solution you can count on.
Contact Us
Kleinburg Office
91 Anglewood Court
Kleinburg, ON L0J 1C0
Phone: 905-893-2540
Fax: 866-893-2629
[email protected]
Pickering Office
KPW NAUTICAL VILLAGE
613 Liverpool Rd.,
Pickering, ON L1W 1R1
Phone: 905-492-4431
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