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We ensure our clients achieve their goals of wealth creation and preservation.
Contact us at (519)-690-1130 or (866)-471-7152
In an ever-changing world, reaching your long term goals can be difficult when you are preoccupied with day-to-day challenges like credit card balances, mortgage payments, and protecting the wealth you have accumulated.
Let our team of professional advisors at McFarlan Rowlands Wealth Management provide you with a personalized road map in achieving your goals and objectives. The consultation is free.
A Registered Education Savings Plan is a type of savings plan that grows tax-free until a child is ready for post secondary education. While parents pay for the plan, the child is the plan’s beneficiary. The government created this plan to encourage savings and provides various financial incentives to do so.
According to Stats Canada, university tuition has risen 135% in the past ten years. Projections based on a 3% inflation rate indicate that in 2023 it will cost more then $85,000 for a four-year university program, for a student living away from home. Education is the future of any individual.
With a detailed consultation McFarlan Rowlands Wealth Management can help you create a plan for your children’s future.
Probably the single most important and expensive purchase a family will make is the purchase of a home. Yet there is so little knowledge being shared.
We can share strategies from purchasing mortgage insurance, benefits of extending amortization schedules, weekly payments, or in the right circumstances, leveraging your home for investment purposes.
Educate yourself by speaking to a McFarlan Rowlands Financial Advisor.
An important part of anyone’s financial goals and objectives is to have a clear roadmap to how and when you retire. What will this world look like? Will you be able to retire in comfort and independence or will you outlive your investments and income? We can help shape this picture by providing a comprehensive plan on achieving your goals and objectives.
One of the goals and objectives, when preparing a comprehensive financial plan is to ensure that personal debt is manageable and used properly. Before you embark on a wealth accumulation strategy including RRSP’s based on the hierarchy of financial needs, priority should be placed on paying down consumer dept on a monthly basis.
A member of the McFarlan Rowlands team can help you navigate through your hierarchy of financial needs.
After spending years creating your wealth, in later years this call could be in jeopardy if you haven’t taken steps in having the tools to preserve your wealth due to unexpected events such a permanent sickness or death.
As independent insurance brokers, we are able to search the market to specifically design a program(s) to fit your personal needs.
Often when people retire, they haven’t planned their finances to ensure that not only do they have adequate income to live comfortably but also have discretionary income to enjoy an active and fulfilling life after full time employment.
As part of a well-rounded planning process, a McFarlan Rowlands advisor ensures that you are aware of these possibilities and that this included in your goals and objectives.