Tasman Financial Services

Website Links

Description

Achieving your financial objectives doesn ’t happen by accident. It requires solid analysis, a clear plan of action, step-by-step implementation —and most important —ongoing monitoring and evaluation. We ’re more than an advisor; we are your financial partner, working to make your financial dreams a reality by identifying the financial structure that ’s right for you. We work in accordance with your style and preferences to make sure you have everything you need to make informed decisions about your financial future. Our clients come to us from across Canada. Why? Because they ’ve discovered the Tasman difference: the financial peace of mind that comes from having a truly personalized, closely monitored financial plan —and uncompromised objectivity. <More> Many financial advisors earn commissions selling stocks and bonds, mutual funds and other products. Others who say they offer a “fee only ” service actually benefit from cross-selling. In either case, the investment recommendations they make can be less than 100% objective. Others charge fees based on “assets under management ” which means they are very unlikely to suggest an investment option that would move any of your assets out of their control. <More> At Tasman Financial Services, our clients pay an annual retainer fee. We are not affiliated with any other company, and cannot benefit from your decisions, so you can rest assured that you are hiring an unbiased professional whose only interest is in helping you succeed. <More> Are you ready to make a commitment to your financial future? To find out how Tasman ’s worry-free Peace of Mind services can help you achieve your financial goals, contact us today.

Products & services

Similar companies nearby