How Do We Begin?
Your Finanacial Plan is a personal plan, custom tailored to your lifestyle, so it's important that your planner fully understands:
Your current financial needs and prospects
Your financial goals in both the short and long terms
Your financial personality
Finance Matters, Ltd., 789 Don Mills Road, Suite 803, Toronto, Ontario, M3C 1T5
Phone (416) 421-4440 Fax (416) 421-3878
Copyright © 1999, Finance Matters, Ltd.