Personal Financial Solutions

Description

Michael specializes in the unique financial needs of individuals who are serious and want help attaining financial peace of mind. He has been helping clients make informed financial decisions for over 15 years. He is a graduate of The Canadian Institute of Financial Planning in 1993 as a Chartered Financial Planner. Michael holds both financial planning designations; the internationally recognized Certified Financial Planner (CFP) and advanced planning designation, Registered Financial Planner (RFP).

A . The key is to just start! There is so much money just sitting in bank accounts and earning low interest. Without current knowledge sometimes people are frozen by fear of making the wrong decisions. Thatâ??s why I encourage you to phone my office for an initial meeting. This allows you to learn more about me, my firm, and the excellent service we provide our clients. To sum it up, this no obligation approach gives each of us the opportunity to decide if we want to work with each other. I believe in laying a good foundation of common understanding. With this common understanding I am able to help people find solutions to their financial concerns so they can achieve their goals.

The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, Personal Financial Solutions will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Personal Financial Solutions we will consider that you have consented to our collecting, using and disclosing your personal information.

There is a very definite advantage working with an independent firm. I am an independent financial planner. When you enter one of the banks, trust companies or investment houses, you are highly encouraged to buy their own products and sometimes thatâ??s not in your best interest. When you work with me, I shop the market on your behalf for the most suitable products and the best rates. Should you decide to implement your financial plan through me then I am compensated from the companies with which we place your funds and, planning fees can be reimbursed. I represent over fifty financial institutions which allows me to provide you with independent advice.

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