1-877-940-7377
derrick@abilitypcg.com | margareth@abilitypcg.com
Client Login
Ability Private Client Group
  • HOME
  • ABOUT
    • PRIVACY & WEBSITE TERMS OF USE
  • SERVICES
    • LIFE STAGES
      • STARTING YOUR CAREER
      • GROWING FAMILIES
      • MATURE FAMILIES
      • PREPARING FOR RETIREMENT
      • RETIREES
    • BUSINESS STAGES
      • GROUP BENEFITS
      • EXECUTIVE BENEFITS
      • BUSINESS SUCCESSION
    • ACCESSIBLE PLANNING
    • HEALTH & DENTAL INSURANCE
    • CRITICAL ILLNESS INSURANCE
    • TRAVEL INSURANCE
    • PERSONAL HEALTH INSURANCE
  • CLIENT LOGIN
  • LATEST NEWS
  • CONTACT
  • DOWNLOAD OUR APP

Financial Advice

April 2, 2019Blog, Estate Planning, Family, Individuals, RetireesAbility Private Wealth

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.

Why work with a Financial Advisor? 

  • Worry less about money and gain control. 

  • Organize your finances. 

  • Prioritize your goals. 

  • Focus on the big picture. 

  • Save money to reach your goals.

What can a Financial Advisor help you with? 

Advisors can help you with accumulation and protection

Accumulation: 

  • Cash Management – Savings and Debt

  • Tax Planning

  • Investments

Protection: 

  • Insurance Planning

  • Health Insurance

  • Estate Planning

How do you start? 

  • Establish and define the financial advisor-client relationship.

  • Gather information about current financial situation and goals including lifestyle goals. 

  • Analyze and evaluate current financial status. 

  • Develop and present strategies and solutions to achieve goals. 

  • Implement recommendations. 

  • Monitor and review recommendations. Adjust if necessary. 

Next steps…

  • Talk to us about helping you get your finances in order so you can achieve your lifestyle and financial goals. 

  • Feel confident in knowing you have a plan to get to your goals.

Contact Us

Recent Posts

  • First Home Savings Account (FHSA): What You Need to Know
  • Different types of life insurance explained
  • Understanding Tax-Free Savings Accounts (TFSAs)
  • Essential tips and tricks for paying less tax and keeping more of your retirement income
  • The Six Steps to Financial Planning

Categories

  • 2019 Only
  • 2020
  • 2020 Only
  • 2021
  • 2022
  • 2022 Only
  • 2023
  • Accountants
  • Blog
  • Budget
  • Budget 2017
  • Business Owners
  • Business Owners
  • Buy Sell
  • Charitable Gifting
  • Coronavirus
  • Coronavirus – Associates
  • Coronavirus – Practice Owners
  • Coronavirus – Retired
  • Coronavirus – Retiring
  • Coronavirus – Students
  • corporate
  • Critical Illness
  • Critical Illness Insurance
  • Debt
  • dental benefits
  • disability
  • Disability Insurance
  • education
  • Employees
  • Estate Planning
  • Families
  • Family
  • Finance
  • financial advice
  • Financial Planning
  • Group Benefits
  • Health
  • health benefits
  • incorporated professionals
  • Individuals
  • Insurance
  • Investment
  • Investments
  • Life Insurance
  • Long Term Care
  • mortgage
  • ODSP
  • Ontario Only
  • pension plan
  • personal finances
  • planning
  • Private Health Services Plan
  • Professional Corporations
  • RDSP
  • Registered Education Savings Plan
  • RESP
  • Retirees
  • Retirement
  • RRSP
  • Savings
  • Segregated Funds
  • Sole Proprietor
  • Tax
  • Tax Free Savings Account
  • Taxes
  • Travel Insurance

Contact Us

Derrick Lee-Shanok

derrick@abilitypcg.com

margareth@abilitypcg.com

416-875-1836

1-877-940-7377

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



Recent Articles

  • First Home Savings Account (FHSA): What You Need to Know
  • Different types of life insurance explained
  • Understanding Tax-Free Savings Accounts (TFSAs)
  • Essential tips and tricks for paying less tax and keeping more of your retirement income
  • The Six Steps to Financial Planning

About

We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

Privacy Policy

Insurance products are offered through PPI Management Inc., a national licensed insurance marketing organization that support independent advisors with their business, and through multiple insurance companies.

Privacy Policy

© 2016 Financial Tech Tools
Cleantalk Pixel