Not happy with your investments?

I offer a no obligation, no cost review and analysis of your investment portfolio results and fees. How does it work? I am an independent financial planner with low overhead. I am not licensed to sell any financial products. I can usually find improvements and work with you to interview and select from some of the best and fully regulated licensed financial service providers in Canada. If you go ahead, I get paid by the financial service provider (a little like a mortgage broker). For example, I can help you to find a Portfolio Manager that meets your (not the fund's) needs and objectives for growth, income, capital preservation and tax savings (RRSP, TFSA, non-registered, corporate). I help you find the most suitable financial products in the public markets (better than mutual funds and lower fees) and private markets (e.g. real estate/ farm land, small business, oil and gas, hedge funds, etc). I can assist in finding insurance products if needed. Are you aware of the tax liability on your final inheritance? I offer estate planning and help with a tax strategy that can save you around 20% on your inheritance and final tax liability. Leave a legacy to your family (not the government). This information is delivered to you in a concise and colorful Financial Roadmap. References are available on request. This service is available across Canada to family and friends. Please email Paul at pborchardt@almega.ca.