Your Financial Plan should not just be a random set of financial products. Your Financial Plan is more than just a LIRA or an annuity. Your Financial Plan is more than just a Group Benefits Plan, an RRSP or RESP account or a set of Insurance products.
At Scantlebury Wealth Management, we take a different approach. We work with you to build a team that can manage all of your financial resources at all times. We make sure that you have a will, powers of attorney and financial products so that you can answer three questions:
What do you want now?
What do you want in the future?
How do you want to get there?