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Financial Planning

 

Work with Halifax Area Financial Planner Angela MercierYou know what your Financial Goals are for your Family, Career and/or Business, but you may not have the time, expertise nor desire to navigate all the options of building a sound financial plan.

That’s where I can help. I will walk you through all the choices that are available. I recognize individual differences and know there’s no cookie cutter solution. I will focus on your priorities and guide you to the end result you want. . Developing a Financial plan that allows you to live with purpose- the goals you and your spouse set for your family and or business which may include:
unhappy child with family

  • Starting a Business
  • Saving for Trips
  • Creating a Bucket list
  • Saving for Retirement
  • Selling your business
  • Moving UK pensions to Canada
  • Living in Retirement (RRSP, Annuities, TFSA, Non- Registered)
  • Wealth Transferring

Not all Financial Planners are the same I am a Financial Planner as well as a Mediator and a Certified Divorce Financial Analyst. In addition to specializing in the areas of  mediation and divorce, I am qualified in cash flow management, retirement, annuities,  wealth transfer, investments, legacy, insurance over sea pension transfers, estate planning and group benefits.

I believe that sound Financial Planning starts with cash flow planning, it is the foundation of your financial life-both your spending and debt management. Once I understand your financial direction, I can create a plan that best suits your needs. You can absolutely live the lifestyle you want and have a plan for the future that will change over time as your priorities change.

I will never sell you a debt product like a credit card and I have flexible hours including evening appts.

I  will create a plan for you and your family that is geared to your family’s Life Goals and vision for the Future

Share Your Vision with me.      

Is this on your Bucket List?

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