Investing to Meet Your Financial Goals
Investments are a critical part of any financial plan.
Your financial plan is built around your goals and your plan is intended to help you reach those goals. Being able to explain why you have an investment is the best and easiest way to determine if it fits within your overall plans, whether it be mutual funds, segregated funds, GIC’s, annuities, individual stocks or real estate.
At HSI, it’s our job to understand the ins and outs of any investment we recommend to our clients and build an investment strategy. This strategy is about choosing good investments using basic fundamentals and also about choosing the right investments for you which are dictated by your financial plan.
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Investing in your child’s future today.
Education can be one of the largest expenses a family can face today. As a result, education savings is a must and should be factored into any financial plan. The good news is there are a number of financial incentives out there- special investment accounts specifically designed for education savings such as the Registered Education Savings Plan (RESP), as well as government grants such as the Canada Education Savings Grant (CESG).
At HSI, the comprehensive financial plan we create for you always includes a section on educational savings, without it a financial plan wouldn’t be complete. We provide guidance on identifying future tuition and post-secondary expenses while presenting available options and opportunities for funding.
A good estate plan creates lasting memories, not problems!
One of the greatest benefits of having a financial plan is the peace of mind it provides. Nowhere is that more apparent than when it comes to your estate. Estate Planning is an important facet of the financial plan, helping to preserve wealth while ensuring ones wishes are carried out upon illness or death.
At HSI, we make certain that you have the necessary estate planning documents for your particular situation which can include wills, living wills (advance health care directives), trusts and powers of attorney.We work with your existing estate-planning lawyer or can refer you to knowledgeable and experienced professionals to complete this essential part of your plan.
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Investing doesn’t have to be complicated, let HSI show you how.