Retirement and Cash Flow Planning
Strategy, discipline and long-range planning are all well and good, but you can’t put life on hold.
What about right here and now? Your integrated wealth management plan needs to be flexible enough to accommodate the opportunities that present themselves today.
Unified Advisory Group believes that a comprehensive Financial Plan provides clarity for clients to reach their goals, how much to save, and how long the funds will last. We also work closely with lending professionals who specialize in non-traditional lending solutions. This is especially helpful for clients who may have unique borrowing needs.
By considering your cash flow needs, along with the other components of your financial affairs, we can ensure that you and your family enjoy life today, while also working toward your financial goals for the future.
www.ciro.ca
Christian Battistelli CFP®
Senior Wealth Advisor
Catherine Jones BBM, CDFA, CFP®
Senior Financial Advisor
Mike Gomes CFP®
Senior Wealth Advisor
Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Lynley Schwartzentruber CFP®
Senior Wealth Advisor
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
Assante Financial Management Ltd. is a Member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund (excluding Quebec).
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