Having a financial advisor like myself can be very helpful. They can save you time, they can teach you laws and risks that you never knew about, and they make investing a lot easier for you. Most importantly, they can save you a lot of money.
For example, a financial advisor can show you how to invest in index funds like the S&P500 at 0% management fee. They also show you how to avoid capital gains taxes and income taxes on your investments (for a fee). This is huge because taxes are the single biggest expense that you will pay in your lifetime. It's possible that investments with a higher rate of return may grow slower then one with a lower return, if one has it's growth slowed down by taxes and the other, grows tax-free.
There are also ways to customize your investments such as paying a higher fee to gain access to participating bonuses. Ideally, your financial advisor will compare the past performance of all of your options (such as low fees vs participating bonus) since inception and show you which option had the highest return in the past so that you can make the best decision.
On our first meeting, our services will cost you $0.
The first meeting is a free information session and consultation to see if we are the right fit for you. The agenda starts with an orientation for you to understand your benefits if you decide to work with us. We talk about your options, your risk tolerance, and we do comparisons between investments for you to see.
During this meeting, you will find that one of your biggest problems is one of two things.
1. You don’t even know what your real problems are
2. You don’t know what you don’t know
Thus the first step to creating real wealth is financial education, knowing how money works and knowing how investing works. This includes knowing about tax laws, knowing the laws on guarantees and knowing all of your options for tax-free growth. Don't worry if you don’t know what you don’t know, because we will show you in a way that is quick and easy to understand. We will bring up issues that you may have never addressed or perhaps didn’t even know existed. Our information session has been specifically designed to help you learn the dangers and opportunities for growth and to improve your investment experience.
Through our information session, you will begin to see problems that you never knew existed and solve them before they grow to be bigger. Most investors do not know what their problems are or how much it could cost them. But after completing your first meeting, you have your eyes open to the truth and be confident in your next.
To schedule your free consultation, please give a call at 647-526-8553 or an email at jtran@greatwayfinancial.ca
For example, a financial advisor can show you how to invest in index funds like the S&P500 at 0% management fee. They also show you how to avoid capital gains taxes and income taxes on your investments (for a fee). This is huge because taxes are the single biggest expense that you will pay in your lifetime. It's possible that investments with a higher rate of return may grow slower then one with a lower return, if one has it's growth slowed down by taxes and the other, grows tax-free.
There are also ways to customize your investments such as paying a higher fee to gain access to participating bonuses. Ideally, your financial advisor will compare the past performance of all of your options (such as low fees vs participating bonus) since inception and show you which option had the highest return in the past so that you can make the best decision.
On our first meeting, our services will cost you $0.
The first meeting is a free information session and consultation to see if we are the right fit for you. The agenda starts with an orientation for you to understand your benefits if you decide to work with us. We talk about your options, your risk tolerance, and we do comparisons between investments for you to see.
During this meeting, you will find that one of your biggest problems is one of two things.
1. You don’t even know what your real problems are
2. You don’t know what you don’t know
Thus the first step to creating real wealth is financial education, knowing how money works and knowing how investing works. This includes knowing about tax laws, knowing the laws on guarantees and knowing all of your options for tax-free growth. Don't worry if you don’t know what you don’t know, because we will show you in a way that is quick and easy to understand. We will bring up issues that you may have never addressed or perhaps didn’t even know existed. Our information session has been specifically designed to help you learn the dangers and opportunities for growth and to improve your investment experience.
Through our information session, you will begin to see problems that you never knew existed and solve them before they grow to be bigger. Most investors do not know what their problems are or how much it could cost them. But after completing your first meeting, you have your eyes open to the truth and be confident in your next.
To schedule your free consultation, please give a call at 647-526-8553 or an email at jtran@greatwayfinancial.ca
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