We make Financial Planning approachable, effective, and fun (yes, I said fun).
BOOK A FREE CALL

Hire a team of nerds

accounting calgary money advice financial advice financial planning investing mutual funds Oct 09, 2021
Hire a team of nerds

𝐃𝐢𝐬𝐜𝐥𝐚𝐢𝐦𝐞𝐫: 𝐈 𝐮𝐬𝐞 𝐭𝐡𝐞 𝐭𝐞𝐫𝐦 ‘𝐧𝐞𝐫𝐝’ 𝐫𝐞𝐬𝐩𝐞𝐜𝐭𝐟𝐮𝐥𝐥𝐲 𝐚𝐧𝐝 𝐞𝐧𝐝𝐞𝐚𝐫𝐢𝐧𝐠𝐥𝐲 𝐨𝐮𝐭 𝐨𝐟 𝐚𝐝𝐦𝐢𝐫𝐚𝐭𝐢𝐨𝐧.
 
To hire a team of CFAs, MBAs, and even PhD’s to manage your hard-earned retirement dollars, you need to only pay as little as 1% per year. I believe this is the wisest investment my clients could ever make.
 
How you ask? By using mutual funds! Mutual funds are no longer those crusty, ineffective, and out-of-date behemoths that the 90’s were plagued with. There are some VERY cool and VERY effective money management teams that you can gain access to by using mutual funds to invest your money with.
 
The commercials all tell you that mutual funds suck and are ‘robbing you of 30% of your retirement’, but that simply is not the case. Yes, there are bad funds – just like there are bad stocks, bad Kombucha, and bad airlines 🙃
 
But there are also GREAT funds that are reasonable in cost, have an excellent five-year or longer running track record, and are in a risk bracket that most people would feel comfortable with.
 
Because we are independent, we have the ability to buy mutual funds from everywhere in Canada; every bank, every big firm and every little firm. Find yourself an advisor or a firm that has the same ability, so you're never limited to the handful that your bank is willing to offer you.
 
If you would like to know more, message us – happy to show you exactly what we are talking about.

A simplified wealth plan with a down-to-earth approach and continuous service, so you can get back to your life.

BOOK A CALL

Stay connected with news and updates!

Wealth planning is a dynamic and often-changing world. Make sure you don't miss the latest news and advice.

We hate SPAM. We will never sell your information, for any reason.