As an individual who values his or her hard-earned money, stressing over a financial road map all by yourself can be counterproductive and inadequate. In instances like this, you need a dependable financial advisor to help you map out a sound and strategic long-term plan for you and your family.
Full Financial Planning Explained
If you have a stable income and you want to invest your money, we highly recommend that you seek financial planning services to help you
- Prepare for retirement
- Prepare for inevitable life circumstances
- Plan and save for your child’s education
- Manage your financial resources so you can achieve the goals you have set for you and your family
Our expert financial advisor goes through a process which involves asking specific questions to determine your financial challenges and opportunities. The questions are built around your income, assets, debts, budget, employment benefits, disability benefits, pensions, and other work-related investments.
Cornerstone takes pride in its pool of certified financial planners whose value lies in successfully providing the best financial plan that covers the following areas
- Tax reduction
- Income protection
- Retirement planning
- Estate planning
- Savings and cash flow management
Partner with us in securing a financially stable future for you and your family. Our expert financial advisors are more than happy to help you lead a lifestyle you deserve both now and in the future.
Have Your Policy Reviewed
If you just wish to have your current policy reviewed, please call us for an honest review of your coverage and some sound advice. As your Broker, we represent The Wawanesa Life Insurance Company, as well as, most of the top insurance companies in Canada.
Please email Gilles Wilvers or call 780.489.8080 | cell 780-445-0634 for further information or a quote.
We offer full financial planning services in Edmonton, St. Albert, and Sherwood Park.