Holistic financial planning allows you to understand how realistic financial decisions you make affect other areas of your life. This way you can consider its short and long-term effects on your life goals thus allowing you to adapt more easily to life changes and feel more secure that your goals are on track.
You will learn how to avoid:
- children missing out on their inheritance
- having no choice in returning to work after retirement
- the government taking control over your financial future
- living in poverty in retirement
About Our Speaker
Michael Connon, B.Sc, CFP
Senior Financial Planning Advisor, Co-Branch Manager, Certification in Estate Planning and Trust Strategies
Assante Capital Management Ltd.
Michael Connon is a financial educator and advisor in the Thornhill area who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble, etc. Michael has his Bachelor of Science degree from the University of Western as well as the CFP (Certified Financial Planner) designation and is a Senior Financial Advisor and Branch Manager of Assante Capital Management Ltd. Please note that CFP professionals are a body of licensed financial planners that have met the strict standards necessary to attain this designation. Michael is regarded as a local expert in teaching investors how to minimize risk and maximize income.