Why?

What percentage of Canadians:

do not contribute to an RRSP0%
do not max out their TFSA0%
do not have any type of Life Insurance0%
have less than 1 month emergency funds0%
have confidence in mutual funds0%

When people
know different,
they do different.

Giving you the confidence to live
a balanced, prosperous lifestyle through
Wealth Preservation
Wealth Accumulation
Tax Minimization

 

Confidence · Focus · Freedom

Meet James

After years of experiencing frustration with countless financial agents, I needed honest and unbiased advice for myself and my six, now adult, children.

There had to be a better way.

I have worked as a marketing consultant for over 20 years pushing companies to the next level with elite designs and marketing strategies. There is a satisfaction when a business succeeds knowing my team and I had a hand in it.

The more I have learned about creating personal financial peace, the more confident I have become in my overall future, creating a powerful feeling of confidence and freedom.

If you don’t sacrifice for what you want, what you want becomes the sacrifice.

After completing my training and receiving my license, growing on this freedom foundation, I continue to have a thirst for the most relevant and recent methods of financial education.

Now I experience great satisfaction in witnessing my clients successes and I truly believe that financial peace is achievable for everyone.

I believe my client needs the best, most relevant, unbiased advice. Not what works for me. Not for my company. Not for my pocketbook.

The client comes first. Not a tagline, but a core value.

I believe education is key and a small shift in thinking can have dramatic benefits in the future.

I believe when people know different, they do different.

I believe my strategy gives you the confidence to live a balanced, prosperous lifestyle.

I believe in keeping you focused on your financial targets and the freedom to live without the financial noose that most people accept.

I believe in better.

Success doesn’t happen overnight. Keep your eye on the prize and don’t look back.

Confidence     Focus    Freedom

How can I help you?

Contact me today to discuss how we can make this the best experience of your life.

My Process: Explore, Plan, Execute.

Explore the Dream

• Learn your goals for both short and long-term
• Understand your income and family dynamics
• Commit to making changes

Every accomplishment starts with a decision.

Plan with Confidence

• Determine appropriate levels of reserves
• Develop strategies to meet your goals
• Evaluate solutions and map your plan

Do something today that your future self will thank you for.

Execute and Focus

• Apply and implement your plan
• Handle paperwork and monitor to completion
• Review and focus on your progress

There is no elevator to success. You have to take the stairs.

Moving forward, we will keep the focus on your goals and give you the confidence and freedom you deserve.

You’ve
Got This!

Give me a call, James Robinson at 416-782-2278 x214 to discuss my strategy that focuses on three main areas:

1. Wealth Preservation

2. Wealth Accumulation

3. Tax Minimization

How?

Through critical illness, disability and life insurance, annuities, segregated funds, RRSP’s and TFSA’s
  • While Canadians may think they are protected, there is a gap between what many people have and what they might actually need to cover a serious issue...

  • Term Insurance is the most cost-effective life insurance offering coverage for a set period while Universal Life Insurance covers you for life...

  • What happens if you do not have the funds to make your contribution? What about taking out a loan to take advantage of your RRSP room and increase your...

  • A TFSA allows any Canadian over the age of 18 to save or invest money in a tax-free account. “Tax free” means that you don’t pay taxes on the money...

  • With both segregated funds and mutual funds, you invest in a diversified group of investments that are managed by professionals and it is easy to access your...

  • Life insurance is an essential part of your long term financial planning. But to effectively utilize this in your portfolio, you need to understand how and when payouts are delivered to beneficiaries....

  • Credit card balance protection insurance maintains the minimum payments on your credit cards if you lose your job or are medically disabled. It also may provide protection against...