Worry-Free Investing for long-term investors
Don't take our word for it ...
" ... really helped in providing us with the information we need to make some wise investments. I would recommend ... to anyone interested in learning more about managing their money."
- V.B., Toronto
- V.B., Toronto
Purpose
The purpose of Worry-Free Investing is to provide you with an Investment Policy Statement, or IPS. This statement helps govern all investing decisions for your RRSP, RESP, TFSA, and non-registered accounts. We also assess employer programs available to you such as group RRSPs, share ownership programs and pension plans.
Based on your objectives, the IPS will provide bias-free recommendations for the following:
1. Investment philosophy.
2. Evaluation of current investment choices and portfolio recommendations.
3. Tax efficiency.
4. Risk tolerance based on time horizon and purpose of investments.
5. Target asset and geographic allocations.
6. Re-balancing and monitoring.
Investing simplified and worry-free: There are thousands of investment options available to the individual investor in today's financial marketplace. Through our recommendations, we'll discuss how the best investment choices - broad-based exchange-traded funds and index mutual funds - are rarely talked about by financial advisors whose high fees and commissions are at stake. You can't control the financial markets but you can have a customized investment plan for long-term growth organized in the most tax-efficient, diversified, low-cost manner.
To learn more about IPS, read this Globe & Mail article entitled "Think of your investment policy statement as a financial destination."
Based on your objectives, the IPS will provide bias-free recommendations for the following:
1. Investment philosophy.
2. Evaluation of current investment choices and portfolio recommendations.
3. Tax efficiency.
4. Risk tolerance based on time horizon and purpose of investments.
5. Target asset and geographic allocations.
6. Re-balancing and monitoring.
Investing simplified and worry-free: There are thousands of investment options available to the individual investor in today's financial marketplace. Through our recommendations, we'll discuss how the best investment choices - broad-based exchange-traded funds and index mutual funds - are rarely talked about by financial advisors whose high fees and commissions are at stake. You can't control the financial markets but you can have a customized investment plan for long-term growth organized in the most tax-efficient, diversified, low-cost manner.
To learn more about IPS, read this Globe & Mail article entitled "Think of your investment policy statement as a financial destination."
Process
1. Give us a call at (647) 727-7121. Let's have a quick chat so that we can find out if we are able to help you. If we're a match, then we'll book an in-person consultation.
2. We'll send you a questionnaire to better understand your investment objectives.
3. Now, we will put together the Investment Policy Statement (IPS) for you.
4. Then, we'll meet for an in-person consultation where you can expect us to walk you through the IPS with analysis, recommendations and action steps. This takes about two hours depending on your questions.
5. You have our ear for 30 days. For any follow-up questions, just send us an e-mail and we'll get back to you within two business days.
6. We'll book a 30-minute telephone check-up session to be held within 3-6 months.
Future check-up sessions and updates to the IPS are available on an annual basis or based on your needs. Call us to discuss!
2. We'll send you a questionnaire to better understand your investment objectives.
3. Now, we will put together the Investment Policy Statement (IPS) for you.
4. Then, we'll meet for an in-person consultation where you can expect us to walk you through the IPS with analysis, recommendations and action steps. This takes about two hours depending on your questions.
5. You have our ear for 30 days. For any follow-up questions, just send us an e-mail and we'll get back to you within two business days.
6. We'll book a 30-minute telephone check-up session to be held within 3-6 months.
Future check-up sessions and updates to the IPS are available on an annual basis or based on your needs. Call us to discuss!
Pricing
Worry-Free Investing costs $800 including taxes. We accept payments by cash and cheque at our in-person meeting or you can choose to pay using PayPal below!
Plethora of questions!
Where? Worry-Free Investing consultations are held in a private boardroom in downtown Toronto, near Spadina & Bloor.
When? We have a selection of weekly time slots available to suit your schedule. Consultations are offered Monday to Saturday at the following times: 10:00 a.m., 1:00 p.m., 4:00 p.m. and 7:00 p.m.
How long? They last approximately two hours, depending on your needs and questions.
After the consultation, am I on my own? Not at all. We offer a 30-day e-mail support period to answer any of your questions within two business days.
Will I need to reveal personal financial information? We understand that money is a very personal matter. Your personal financial information is only utilized to best customize the content of your consultation. We treat your privacy and the confidentiality of your information very seriously. All clients receive a Statement of Client Confidentiality and Privacy attesting to this commitment.
When? We have a selection of weekly time slots available to suit your schedule. Consultations are offered Monday to Saturday at the following times: 10:00 a.m., 1:00 p.m., 4:00 p.m. and 7:00 p.m.
How long? They last approximately two hours, depending on your needs and questions.
After the consultation, am I on my own? Not at all. We offer a 30-day e-mail support period to answer any of your questions within two business days.
Will I need to reveal personal financial information? We understand that money is a very personal matter. Your personal financial information is only utilized to best customize the content of your consultation. We treat your privacy and the confidentiality of your information very seriously. All clients receive a Statement of Client Confidentiality and Privacy attesting to this commitment.
Presents, anyone?
A Money Life Skills gift certificate makes for a great present for birthdays, anniversaries or other special occasions.
We'll personalize the gift certificate and send it to you at no additional charge. Request one now!
We'll personalize the gift certificate and send it to you at no additional charge. Request one now!
Take action: set up your consultation today! Contact Neil Jain at (647) 727-7121 or info@moneylifeskills.com.
