At Claymore Financial Group, we know that...
Effective financial planning must be well thought out and must take into consideration a number of important factors.
Our approach to successful financial planning is based on the six basic steps of the financial planning process:
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Establish the client/planner rapport
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Gather client data and determine client's goals and expectations
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Clarify the client's present financial status and identify any problem areas and/or opportunities
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Develop and discuss the proposed financial plan
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Implement the proposed financial plan
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Periodically review the progress of the plan
In utilizing the above steps, we are able to develop a comprehensive financial plan that is most likely to succeed and one that is custom tailored to meet our clients' individual financial needs and objectives.
 We offer a wide range of financial services and products that can help you improve and maximize your financial portfolio and investments.
Some of these services and products include: |
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Services via Worldsource Financial Management Inc.
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Mutual Funds
- Labour Sponsored Funds
- RRSP's and RRIF's
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Products
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Life Insurance
- Mortgage Insurance
- Disability Insurance
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Are you in need of professional financial planning? Do you have a financial plan but find that it is confusing and no longer suited to meet your current needs or expectations? Are you unsure about how to maximize the potential of your mutual funds or other investments? How about life insurance, disability insurance or Employee Benefit Plans?
We can answer all of your questions: consider giving us a call.
Call or email us for a free, no obligation financial portfolio analysis and financial plan review
