Financial Planning
Today in Canada, outside of Quebec, anyone can call themselves a financial planner. There is no regulation that restricts the use of this title. So how do you know that the person you've engaged to be your planner has the appropriate knowledge, skills and abilities to earn your trust? You find someone who holds the CFP® designation.
Not only does a Certified Financial Planner® professional meet internationally recognized standards of knowledge, skills and abilities, they’re also obligated to follow a code of ethics that prescribes their professional duty to put their clients’ interests first.
I have these credentials, and I want to help you on your financial journey. Financial planning.
What You Need to Know about Financial Planning
Solutions Financial planning
Solutions articles and videos provide you with valuable information to help make your finances easier to understand. Click on the links below to view some interesting financial strategies and concepts. Financial planning.
If you would like to discuss any of the ideas or strategies outlined below or you have any questions, please contact me. We can review your financial goals to ensure you are prepared for the future. Financial planning.
Estate Planning
Commitment and compromise: achieve your retirement goals
Take The Next Step - Learn More Financial planning
The Value of Financial Planning
The Value of Financial Planning is a three-year longitudinal study designed to evaluate and better understand the value proposition of financial planning in Canada.
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LIFE'S BETTER WITH A CFP PROFESSIONAL
FPSC released the results of a study that confirms that the majority of Canadians lack confidence in their financial knowledge. Among the key findings: Canadians who work with a CFP® professional are 32% more likely to feel very knowledgeable about financial matters.
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YOUR ANNUAL FINANCIAL CHECKUP
I recommend meeting with a CERTIFIED FINANCIAL PLANNER® professional at least once a year to take your financial pulse.
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Contact Timothy Ramsay - CFP® Professional
Tim Ramsay initially trained and practiced as an environmental consultant. Since 1983 he has helped to guide his clients in their insurance and investment needs. This advice has spanned many market cycles. Learn More Financial planning
