financial planning in these volatile times
DESCRIPTION
I'm a licensed Financial Security Advisor and Investment Representative. I specialize in 360° financial planning with a personable, resource-based approach. My clients count on me for information, access to financial specialists, and a variety of financial services and products. Everything from cash flow analysis and budgeting to creating a comprehensive Financial Plan. We shouldn't be waiting for the sun to shine to start planning for your goals and dreams... the longer we wait, the more opportunities we lose in planning! Start with a second opinion today, it could change how you view financial planning.TRANSCRIPT
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?