The Network Financial Estate Map works with all of your financial accounts - from your checking and savings accounts to your investment, RRSP and TFSA accounts to your mortgage and home equity loans. You can then see a complete picture of your net worth, any time.
Proper planning is an important part of making sure you’ll be financially secure throughout retirement, without the worry of outliving your hard earned income. Regardless of your life stage, we can help determine appropriate spending goals based on your assets and retirement income sources, when to take CPP, and how to optimize your taxes.
When you join Network Financial, you’ll have two Advisors dedicated to managing your investments. To get started, your Advisor will meet with you to understand your financial goals and set up a personalized investing strategy.
Are your legal documents in order and your accounts properly titled? Do you have a trust established? Do you even need one? We’ll advise you on what makes the most sense for your specific situation, taking all of your complex financial affairs into account. Being a partner in your financial life means managing your assets today, in addition to ensuring they are properly setup for the future.
Most people have insurance, but many don’t have the proper amount or types of coverage. Let us take a look at your current policies, or make recommendations for purchasing new policies that will protect your loved ones.
Our Executor Action Plan provides all the information your executor needs to settle your estate, so when that time is upon us, they can focus on the moment, knowing all their financial responsibilities are taken care of.
What will your financial legacy be? If you’re ready to consider what you would like to leave your family, or when to pursue charitable giving, we’re an unbiased resource ready to assist with these challenging, emotional decisions. Life is meaningful and complex, and we are here to provide support every step of the way.
Children with special needs require so much immediate attention, including managing their health care and navigating the social-services maze, that parents often find it hard to make time to plan for their finances. And many parents with financial resources assume that they won't qualify for assistance to help care for a disabled child.
A personalized long term financial plan is essential to make sure that your child receives the benefits you've worked so hard to secure, even when you can no longer care for him or her yourself.
Purchasing a home is an exciting process, but it can be also be stressful. Whether you’re thinking about your first home purchase, refinancing or upgrading an existing home, or planning to buy an investment property, we can help determine where to pull funds for down payments. We’ll be a resource for comparing the variety of financing options you have, and we can often provide mortgage and lending solutions through our partners Manulife Bank.