Welcome to Financial Planning

Financial Planning is the key for anyone seriously interested in moving forward with their finances. It provides a framework and an understanding of the key components individuals need to build their financial success. The process also provides you with me, as an expert in the field, to confer with.

I have been successfully providing this valuable service to clients both on behalf of large financial institutions and in my own practice for a number of years. I have an extensive background in investments, insurance and lending to both individuals and corporations. To stay abreast of world events and developments that can affect my clients, I spend approximately 2 – 4 hours per day researching important financial information. This way, you can be assured, that I am working in your best interests as your financial expert on an ongoing basis.

To provide my clients the most appropriate planning solution for them, I provide different levels of planning service depending upon your specific needs and situation.

For instance, I offer a planning session that is approximately one hour in duration and we discuss relevant issues to your situation based on information you share with me at that time. This is popular with many people as it doesn’t put unrealistic expectations upon them in a formal financial plan that will never be adhered to. There is a nominal fee for this kind of planning session.

I also offer more in depth reviews and strategy plans using modern financial planning software. Each case is established on its own merits and a letter of engagement is drawn up so that both parties know what will happen. These plans offer a different fee structure depending upon how much complexity is involved.

Please contact me at markpike@shaw.ca to set up a time to meet.