y day I am a nancial planner. By evening and weekends, Iam a passionate sailor.Yet all of my activities—whether I’m at my desk, meeting aclient, or sailing the waters of Lake Ontario—are based on thesame principle:
Having a proper plan makes everything easier andincreases the likelihood of success.A nancial plan will help guide you to a safe destination. It willenable you to achieve your goals and will show you the way toa better quality of life.Working with a certied nancial planner is like having atrusted guide to assist you in navigating uncharted waters. Theplanner becomes your compass and the nancial plan theyhelp you develop becomes your map.