Solutions for your future needs.

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(519) 669-1631

Programmed Insurance Brokers
49 Industrial Drive
Elmira ON N3B 3B1
Phone: (519) 669-1631
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Strategic Planning Process

Financial strategies are both tactically short- and medium-term processes; while simultaneously taking the long-term strategic view for retirement; potential critical illness and long-term care protection; and estate planning.

The Process

It is a process that we engage in mutually as client and professional advisor, to aim for and achieve your life goals via professional management of your financial affairs. It is a well-rounded interactive process that takes into account all the elements of your entire financial situation. A professional strategy will analyze your situation to identify all the people and/or institutional monetary relationships that often have conflicting objectives.

Goals and Objectives

While implementing financial tactics we address various concepts, while looking at your over-all life needs: assessing your capital needs, investment plans,registered investments and tax reduction strategies,retirement planning, education planning where applicable, as well as any special needs such as planning to care for child dependents.

Contact us to discuss your needs.

 

 

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AODA Customer Services Policy Statement

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through
Worldsource Financial Management Inc.
Other Products and Services are offered through PIB Financial.

All information provided is believed to be accurate and reliable however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.

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