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Financial life blueprint process

Building long-term wealth is simpler than you may think. Investing in mutual funds and working together, I can help you reach your financial goals.


The value of advice

In an effort to stay healthy, you make seeing your doctor a priority. Your doctor knows your medical history and, if there is a problem, can recommend a course of treatment. The same concept applies to your finances – regular checkups with an advisor can go a long way towards improving your financial health. Whether your goal is to reduce debt, buy a house, save for retirement or simply pay the bills, you don't have to go it alone.

Regardless of your stage of life or amount of wealth, you can benefit from the professional counsel and services of Jory Financial. In fact, 

71 percent of advised households started working with an advisor when they had less than $50,000 in investable assets.*



Milestones such as buying a first home, starting a new job or having a child are all good opportunities to address new financial needs and begin working with an advisor.


Start with a consultation

I start by understanding your objectives and doing a thorough analysis of your complete financial situation. Next, I work with you to put a strategy in place to help reach your goals. A comprehensive plan allows you to balance today's needs with your goals for the future, easily adapt to changes in circumstance and plan ahead for emergencies, as well as helping you be in control of your financial well-being.


A Prescription for long-term success

As you develop your plan, it's important to be realistic about your expectations. I can provide ongoing support and guidance so you can remain focused on your goals through the ups and downs life throws your way.

The Value of Advice Report 2012 by the Investment Funds Institute of Canada found that households that receive financial advice are:

  • 1.5 times more likely to stick to their financial decisions 
  • More confident about their financial future 
  • More than twice as likely to participate in Registered Retirement Savings Plans, Registered Education Savings Plans and Tax-Free Savings Accounts

As you can see, those who work with an advisor have a clear advantage –both in terms of increased financial benefits and level of confidence about their overall finances.


Regular Checkups: Your financial well-being depends on them

Getting started early on and scheduling routine reviews can provide a considerable financial advantage in the long run. Be sure to ask questions and get the information you need to feel a high level of trust and comfort. After all, the healthiest and most rewarding relationship is one that will benefit you not just today but well into your future.

* Claude Montmarquette and Nathalie Viennot-Briot, Econometric models on the value of advice of a financial advisor, CIRANO, July 2012.

Call    1-613-836-0303