- About Us
- Planning Process
- Life Stages
- What we do
Financial Solutions Canada® is a different kind of financial planning firm.
Our unique approach to working with clients helps them achieve financial security.
Most families are so focused on running their households, so often they don't have time to conduct proper financial planning for themselves. Rather than preparing for financial issues in advance, most find themselves reacting to life's surprises.
At the same time, many financial advisor firms in Orleans Ontario focus on the products sold instead of the client's goals. Given this approach to financial planning, it's no surprise that families become frustrated with the results.
At Financial Solutions Canada®, we take a different approach. We don't offer advice on your financial situation until we fully understand your short, mid and long-term goals. Once we know what you want and the resources you have accumulated to date, a financial advisor will model different scenarios and come up with a plan that will give you financial clarity. Only then will we recommend products and strategies.
We take the time to understand the dynamics of the couple, in regard to how each partner relates to money. One partner may be the "saver" and the other the "spender". One may be a "planner", the other "impulsive". One may be more "motivated" while the other more "laid back".
Understanding this relationship is important in the goal setting process and in the implementation of a financial plan like "The Family WealthMap Solution".
Feel free to contact us in our Orleans Ontario office for assistance with any financial questions, or if you are looking for financial planning advice or to hire a financial advisor. We know you won't be disappointed when you do because our goal is to make sure you are comfortable with your current financial situation. And if not, we won't stop working with you until you are.
We serve individuals, families and businesses in the Orleans area. Our primary goal is to help each client meet their unique financial goals.
We are never satisfied until you are.