At M2 Financial, we have created M2 Wealth Essentials™, a customized process tailored to your unique situation. Our collaboration moves your current financial situation through to a thoughtfully defined outcome developed with respect to your dreams.
What do you envision for your future? In our first meeting together, we'll examine your current financial situation, bring clarity to your goals and dreams, and discuss how we can work together to achieve the results you desire.
Goals and dreams are as individual as you are. We will help you clarify and prioritize your goals, based on their importance to you. Are you most concerned about having enough money in retirement or ensuring that your children get that post-secondary education to stay competitive in the workforce? You will find your individual concerns will be heard, and we will eliminate your uncertainty by designing a financial plan that will be manageable today and still provide for your future.
As we collaborate to define your dreams, we will provide you with sound solutions and peace of mind.
What's the best path to a bright future? Your detailed financial plan will be perfected by our experts in each of the key financial disciplines and tailored to your unique situation. You will see how each solution is customized to your specific goals and understand how each wealth idea will drive your success. Nothing will be overlooked.
There are many facets to a successful financial plan; its intricacies are derived from the dreams of its owner. Using the information you have provided, we will construct a customized and comprehensive financial plan to allow you to reach your ultimate goals. A Certified Financial Planner with more than 15 years of financial industry experience will map your goals and, as part of our team approach, we also will incorporate the proficiencies of our in-house accountant to optimize the tax position of your financial plan.
We opt for proven, long-term investment and tax-saving strategies instead of the latest fads. This is important to you, because this will both help you keep sight of your individual dreams and preserve the objectives of your customized plan.
Your Future on Paper allows you to visualize and quantify your desired results. Each area of importance disclosed by you during Your Dream Defined meeting has a tailored solution to meet your specifications, whether retirement, tax reduction, education, insurance, debt consolidation or estate complexities are all or part of your full financial plan. Your plan will be constructed and presented in a format that is simple to follow, which will enable you to see clearly the path designed to ensure you will achieve your dreams and goals.
How do you make it happen? Once you're satisfied with your financial plan, our team will initiate and manage each wealth idea, ensuring that every piece flows smoothly and that your vision becomes reality.
Our team will undertake the administration of your customized plan to implement its foundations accurately and work diligently to ensure minimal inconvenience for you. This means a seamless transition from old to new.
We take ownership of each and every aspect of your financial plan. We take pride in the standards we set for ourselves to ensure the timely and accurate implementation of your plan. During the process, we ensure transparency in all transactions and provide you with updates on the progress of your plan under construction.
Your support team has the combined industry knowledge of more than 120 years, which assures you the M2 Financial team possesses the expertise to manoeuvre through the maze of government and industry regulations en route to implementing the foundation of your financial plan. Once your plan is in place, you can rely on us for unparalleled support and assistance with every aspect of the maintenance of your individually tailored plan.
How do you measure progress? Once each year, we'll sit down with you for a comprehensive review to examine your current financial situation and level of growth. You'll walk away with a detailed report on how far you've come in the past 12 months and know exactly how close you are to the realization of your financial goals.
Communication is key to any successful financial plan. This is why we meet annually to revisit your goals and dreams. We recognize that your financial circumstances and responsibilities are likely to change over the years, which is why the progress appraisal is such an important component of your planning process; it is an opportunity not only to review the past year's results but also to revisit your dreams and redefine the path to achieving those dreams.
Throughout the course of your lifetime, you will be faced with numerous obstacles and opportunities that will both hinder and enhance the path to achieving your financial goals and dreams. We are here to help you make the necessary adjustments to navigate your way to your vision of financial success.