Your trusted financial planning firm, located in Niagara, serving clients across Ontario. Our commitment is to ensuring your financial plan is tailored to your needs and goals. We work with individuals, families, and businesses to provide comprehensive planning, providing you with confidence and security for your future.
It's our first chance to get to know each other. We look to better understand your current situation and future goals to ensure we are aligned in our focus.
After our initial introduction, we look to dive a little deeper into some of the finer details. This is where we would gather pertinent information to build your plan.
With an understanding of your future objectives and current situation, we will build a tailored financial plan that focuses on what is most important to you.
After reviewing the plan together, we will assist you in implementing the first steps of your plan to begin our journey together.
With initial implementation completed, we will continue to work alongside you in monitoring and updating your plan accordingly.
An important part of our continued relationship is regularly scheduled review meetings. We will connect annually to ensure you know how your plan is performing.
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Insurance products, including segregated fund policies, are offered through Impact Financial Group Inc., and Investment Representatives Jim Slaven, Ruba Alam, Ron Shirton, Rob Long, Austin Wassink, Kyle Cassidy, and Nadia Potter offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Any activity in relation to the titles of President and Managing Director of Impact Financial Group Inc. is related to insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd.
For the Quadrus privacy policy, click here.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently, and past performance may not be repeated. Unit values and investment returns will fluctuate.