With financial & career success comes complexity. I purposefully and deliberately take you through complex financial, tax, estate, business and family issues in order to create a clear, organized map toward a simpler financial life. I provide simple yet elegant solutions to support your ongoing financial security planning.
My thinking and advice is always about what’s best for you. I exemplify the 4 dimensions of integrity at all times: honesty, consistency, reliability, and discretion.
I ensure a transparent experience so my clients are confident that their financial life is in order.
I provide an integrated financial management service that takes a 360 degree view of our clients’ financial lives.
Because each client is unique, our strategies and services are too, and tailored to your specific needs, goals, preferences and priorities.
What I Do
My financial services practice focuses on 3 core areas:
Everybody has financial problems or issues that occupy their mindspace. I help you work through the issues and develop a framework to manage the complexities so you can focus on setting and achieving your financial goals.
You and your family have a variety of financial goals, each with a different value and timeframe. For example, you may have two children who plan to attend university. The amount of money you need for each child’s education will depend on the school and the program they choose, and the timeframe will depend on the child’s age. By identifying an approximate budget and timing for each child, planning becomes simple. A similar approach also applies to planning for retirement, travel or other hobbies, the purchase of a recreational property, helping your children buy their first home, or leaving a legacy to your favourite charity. We identify the purposes for your money, and then help you choose the most effective strategies for realizing those goals.
Once we identify the steps necessary to achieve a financial goal, we assign tasks to specific members of our team, or to you, your accountant or members of your family. We use a project management approach and leading technology tools to track tasks, milestones and deadlines and to keep you up to date on the progress and everyone accountable and on track.
*Mutual funds are distributed through Desjardins Financial Security Investments Inc.
Copyright 2013 Shona Bertrand. This website is for information purposes only, and intended for residents of the Province of Ontario.