Gregor
McDonald is a CFP licensee/CERTIFIED FINANCIAL PLANNER located
in the Niagara Region of Ontario, Canada. He has been a Mutual Fund
sales representative since 1992 and a CFP licensee since 1998.
Three levels
of service provided depend entirely on client need.
Products
Please call me for a complete list of products that I am authorized to offer to clients.
Retirement Planning
Together we set the plan using assumptions
as to inflation, rate of return, income required at retirement
etc., we then determine the funding required to fulfill the retirement
objective and monitor it with annual reviews.
Financial
Planning
A complete and comprehensive financial plan with full
disclosure of financial information such as household spending, insurance
coverage and income verification, this process reveals a great deal
to those clients that complete it.
The level
of service you want or need can be determined in a brief 45 minute meeting
where I show you how each of these can benefit you. You decide how you
think I should be compensated for my work (please see Fee Schedule).