“It requires trust in the process of planning and strategy to get to a better place.”
– Penny Stayropoulos

Working Together

 

My Journey With You

I look at the missing pieces in your plan. I look at what’s working, what’s not, and what areas we need to explore. I engage my network wisely in addressing specific needs that are beyond my scope. I engage with like-minded professionals who will be rooting for you every step of the way.

Areas Covered in Financial Planning:

  • Current lifestyle, responsibilities and obligations.
  • Current wealth
  • Milestones
  • Desired lifestyle, priorities and beliefs
  • Desired wealth and aspirations
  • Estate planning
  • The impact of taxes now and later
  • Insurance coverage

Areas Covered in TOTAL WEALTH Planning:

  • Total investment strategy
  • Family dynamics and learning curves
  • Pivoting life stages
  • Standard of Living planning
  • Strategic Asset Allocation
  • Tax planning
  • Inter-generational beliefs, wants and needs
  • Succession, Estate and Trust planning
  • Business Succession
  • Legacy Planning

How Does This Help Build or Maintain Your Wealth?

You and you alone are responsible for following through and taking action. Your financial habits and beliefs impact a large portion of building and maintaining wealth. Financial planning can highlight what is helping and what is hurting you. Your investment portfolio should complement your goals, habits and beliefs.

By choosing the right person who understands the TOTAL WEALTH PLAN, they will oversee and make necessary pivots to your portfolio as your lifestyle and priorities evolve. By choosing the right Investment Firm, you align yourself with a team that keeps you top-of-mind while making investment decisions on your behalf.

Next steps

Are you a resident of Quebec?

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Pbtotalwealth.com provides financial education. The information on this site is for educational purposes only and may not be pertinent to your individual situation. Any decisions you make about money are your own. Please see a registered advisor if you want professional help with your finances.  Analysis discussions are completed for residents of Quebec. Planning discussions are completed for cross‐border clients and residents of Canadian provinces outside of Quebec.

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