Since 2002, Good Redden Klosler has been developing its wealth management division with a combination of talent, resources and access to a national network of associates. Our advisors provide you with the service, advice and strategic support required to manage your finances today while planning for your future.
We believe the keys to effective wealth management are the identification and analysis of the interrelationships among sometimes conflicting objectives. Whatever your financial goals are, Good Redden Klosler can help you create a personalized plan that works for you.
Through The Growth Experience™, Good Redden Klosler’s wealth management professionals create tailored financial plans based on each client’s individual position and needs. Your advisor will provide strategies that reflect your personal goals and complete financial situation (including income and expenses, assets, liabilities, investments, taxes, and financial risk). This proven approach reflects the standards set out by the Financial Planning Standards Council (FPSC®) of Canada, and will help balance everything you want today with what you’ll need for a comfortable future.
We strongly believe:
Collaboration and client engagement
A review of your current financial situation
Confirm accuracy of information and direction
4. Presentation of Financial Plan
Observation, Recommendations and Action Plan
Coordination of the next steps required for success
6. Monitoring the Financial Plan
Follow up to review and revisit plan success
Engagements include strategies to suite your customized needs, both for individuals and businesses, and are available on a fee-for-service basis.
This engagement is for clients who are recently retired or are looking to retire and are curious or concerned about whether their income stream will be enough to support their retirement lifestyle. This includes a detailed analysis of projected income sources (RRSP, RIF, Non-Registered Investments, OAS, CPP).
Personal Financial Plan
This plan is for individuals who are focused on achieving specific financial goals. We provide guidance in the 6 critical branches of a financial plan. It includes a detailed analysis, observations, recommendations and an action plan to support your present situation and your future.
Comprehensive Financial Plan
Tailored to professionals and business ownermanagers, these plans are more complex than a Personal Financial Plan. They include a complete written analysis of every financial aspect of your situation as well as recommendations and an action plan. All 6 critical branches are incorporated into the plan.
To find out which engagement is right for you, please contact us today.