Whatever we decide together, I will be happy if it does not just result in a one-time deal, but also a long-term cooperation. I know that I can find you the best on the market.
What I liked most about Canada in terms of finances is that just as it is important to go to the dentist for a check-up once a year, it is equally important to meet with a consultant and go over your financial situation. I know from my own experience that sometimes nothing happens and we just have coffee once a year, other times a lot happens and we see each other once every two weeks. This is the only way to keep everything under control and always adjusted to your current situation. And let's face it - we all go to work to earn a living that we enjoy. When someone tells me that they have nothing to solve in terms of finances, it is usually just because they have not seen the options yet. It is a shame to miss out on a better interest rate, a cheaper mortgage or an earlier annuity just because they do not get up-to-date information.
Let's change it together!