Demystifying Financial Planning – Part 3

February 17, 2022 by Flatiron Wealth Management 0 Comments 224 Views

Demystifying Financial Planning – Part 2

What is an MER? What is the LCGE? How do RRSP, TFSAs, and RESPs work?

Do you find financial terms, acronyms, and concepts overwhelming? Do you struggle to find a trusted source to learn more?

Watch the second episode of our three-part series: Demystifying Financial Planning, and allow us to bring more sense to a topic that often seems purposely confusing.

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Flatiron Wealth Management

At Flatiron Wealth Management our mission is to help our clients take control of their financial world. We provide independent expertise and thoughtful service with a fiduciary level duty of care.

Portfolio Management services are provided by Quintessence Wealth. Services such as financial planning, estate and retirement planning, are provided by Flatiron Wealth Management, a division of Quintessence Wealth.

Flatiron Wealth Management and Q Wealth Partners are trade names of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth.

The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.