Download - Financial Planning in these Volatile Times
Individuals, Families, and Businesses:It’s not the time to sit and wait ‘til things look better!
Amy Parker, BBAFinancial Security Advisor & Investment Representative
Click: AmyParker.ca | About | Financial Planning | Find us on: Facebook, LinkedInWhat people are saying?
AMY PARKER – FINANCIAL SECURITY ADVISOR
www.AmyParker.ca
Amy Parker, BBA
Financial Security Advisor & Investment RepresentativeFinancial Advisor for Individuals, Families and
Businesses
Amy Parker, BBAFinancial Security Advisor & Investment Representative
www.AmyParker.ca
Free Financial Planning ConsultationsMy Service Promise: (1) Dedication (2) Progression (3) IntegrityClient relationships built on accountability, transparency, and mutual trust.
Free Financial Planning ConsultationsMy Service Promise: (1) Dedication (2) Progression (3) IntegrityClient relationships built on accountability, transparency, and mutual trust.
1600 – 1 City Centre DriveMississauga, ON L5B 1M2Office: (905) 276-1177 x 584Fax: (905) 276-4010Toll-free: 1-877-875-0771 x 584Email: [email protected]
$79,074
$140,155
$246,752
$272,761
$24,787
$51,649 $46,462
$66,064
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
<45 45 - 54 55 - 64 65+Age of client:
Average Investable Assets
Advice No advice
The Value of Financial Advise on Your Savings:
Value of advice report, July 2010, The Investment Funds Institute of Canada
Amy Parker, BBAFinancial Security Advisor & Investment Representative
www.AmyParker.ca
Amy Parker, BBA
Financial Security Advisor & Investment RepresentativeFinancial Advisor for Individuals, Families and
Businesses
Amy Parker, BBAFinancial Security Advisor & Investment Representative
www.AmyParker.ca
Free Financial Planning ConsultationsMy Service Promise: (1) Dedication (2) Progression (3) IntegrityClient relationships built on accountability, transparency, and mutual trust.
Free Financial Planning ConsultationsMy Service Promise: (1) Dedication (2) Progression (3) IntegrityClient relationships built on accountability, transparency, and mutual trust.
1600 – 1 City Centre DriveMississauga, ON L5B 1M2Office: (905) 276-1177 x 584Fax: (905) 276-4010Toll-free: 1-877-875-0771 x 584Email: [email protected]
Amy Parker, BBAFinancial Security Advisor & Investment Representative
www.AmyParker.ca
For illustration purposes only. Shows the required rate of return for an investment to double after different waiting periods. Does not include tax effects.
Waiting May Mean More Risk:
Waiting just 5 years may mean you need to makea 14.9% return to meet your goals!
Amy Parker, BBA
Financial Security Advisor & Investment RepresentativeFinancial Advisor for Individuals, Families and
Businesses
Amy Parker, BBAFinancial Security Advisor & Investment Representative
www.AmyParker.ca
Free Financial Planning ConsultationsMy Service Promise: (1) Dedication (2) Progression (3) IntegrityClient relationships built on accountability, transparency, and mutual trust.
Free Financial Planning ConsultationsMy Service Promise: (1) Dedication (2) Progression (3) IntegrityClient relationships built on accountability, transparency, and mutual trust.
1600 – 1 City Centre DriveMississauga, ON L5B 1M2Office: (905) 276-1177 x 584Fax: (905) 276-4010Toll-free: 1-877-875-0771 x 584Email: [email protected]
Are You Risking Not Having Enough?
Amy Parker, BBAFinancial Security Advisor & Investment Representative
www.AmyParker.ca
What would happen if you could no longer work before
you’ve saved enough for your retirement?
RISK ZONERISK ZONE
Amy Parker, BBA
Financial Security Advisor & Investment RepresentativeFinancial Advisor for Individuals, Families and
Businesses
Amy Parker, BBAFinancial Security Advisor & Investment Representative
www.AmyParker.ca
Free Financial Planning ConsultationsMy Service Promise: (1) Dedication (2) Progression (3) IntegrityClient relationships built on accountability, transparency, and mutual trust.
Free Financial Planning ConsultationsMy Service Promise: (1) Dedication (2) Progression (3) IntegrityClient relationships built on accountability, transparency, and mutual trust.
1600 – 1 City Centre DriveMississauga, ON L5B 1M2Office: (905) 276-1177 x 584Fax: (905) 276-4010Toll-free: 1-877-875-0771 x 584Email: [email protected]
Let me help you get on the roadto financial well-being!
Amy Parker, BBAFinancial Security Advisor & Investment Representative
Click: AmyParker.ca | About | Financial Planning | Find us on: Facebook, LinkedInWhat people are saying?
