For this Sightline Conversation, Sightline’s Paul de Sousa speaks with Nancy Grouni, financial planner at Objective Financial Partners, a fee-only, advice-only financial planning firm. During this conversation, de Sousa and Grouni consider the ways fee-only financial planners help clients make sound decisions today for tomorrow by presenting complex financial concepts in a simple way. Specifically, de Sousa and Grouni discuss:
- Cautionary experiences with do-it-yourself (DIY) investors
- New financial planning issues brought on by COVID-19
- The importance of tax-efficient withdrawal streams
- The benefits of Canadian Pension Plan (CPP) deference
- The most common tax mistakes that affect clients’ overall financial picture
- Government programs and benefits for Canadians during COVID-19
You can listen to de Sousa and Grouni’s conversation here. As always, please contact us at (416) 945-6228 with any questions.
Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.
Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.
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