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.
Important Information:
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.
Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.