A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
For three decades, I have helped create individualized plans to meet the long-term financial goals of my clients. If you have questions about investments, insurance, taxes, retirement or estate planning or would like to know how to receive tax free retirement income, set up an appointment so I can help.
In tandem with my expertise as a Certified Cashflow Specialist, I will use my proven ten-step process to help you find tens if not hundreds of thousands of dollars you may be losing unknowingly and unnecessarily. Imagine what your Retirement could look like if this money was recaptured and used for your future.
We will teach you how money really works. We will teach you how and why the Government and Financial Institutions have taught us to think about money for their benefit not ours. We will help you answer the four most important Financial questions. We will focus on where you are losing money in the five areas of wealth transfers and explain why RRSP's may not be the right choice for your retirement.
Ask yourself this question: If what you thought to be true about your mortgage, your RRSPs and your money turned out not to be true, how quickly would you want to know?
I became a CCS because I have seen an alarming increase in the amount of personal debt which in turn has lead to a lack of savings epidemic. I specialize in finding the money that people are loosing unknowingly and unnecessarily by focusing on the four major wealth transfer areas.
People have no idea where their money is going. They are very angry and happy at the same time when I show them that they are making every company around them wealthy at their cost. When we recapture this money and they can see how it will dramatically improve their lives the look on their face is priceless!