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|About||Thank you for taking an interest in my business. :-)|
|Mission||My mission is to help people of all ages understand their relationship with money. We all have a relationship with it, and lets face it, money is a part of our everyday lives in some capacity. Don’t you think you should understand the energetic flow of it? Money definitely has energy, and if your relationship with it is one unconsciously routed in 'lack', then you may never get to the place you -think- you want to get, like financial independence. Isn’t it about time you understand your relationship with money? I can help.|
If you don’t know where you're going, then any road will get you there.
What does this statement mean to you? When it comes to financial independence, one needs to have a plan, in order to get there. Getting to "any place" probably isn’t that exciting for you. And taking "any road", just sounds like a lot of work, or worse, wasted effort.
That’s where a good financial planner can help. Over the last 10 years in this business, I have learned the techniques and knowledge to navigate these precarious markets. I understand what makes a good product, and what makes a great product. I understand how to teach people the tools, in order to make better financial decisions going forward.
From getting the right kind of insurance in place, to understanding how to build wealth through a variety of investment options, I can strategically, yet comfortably grow your net worth.
Are market linked investments right for you? Or are you better suited to real estate and mortgage investments? Maybe you'd like to invest in fine wines? As an independent financial advisor, I can find a solution that works for you.
|Founded||2001 By David Schumacher|
Insurance services provided by Daystar Financial Group
Mutual funds provided by Portfolio Strategies Corp
Alternative and Exempt Market Investments provided by Portfolio Strategies Corp.
David is a member of the Canadian Institute of Financial Planners (CIFP)
David is Treasurer for the Inner City Childrens Program (www.ICCP.ca)