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Webinar Replay: Financial Planning with Objective Financial Partners

Sightline Wealth Management recently hosted a LIVE financial planning webinar to help families avoid common pitfalls and missed opportunities as they enter the new year. During this webinar, Sightline Wealth Management spoke with an expert on this topic: Nancy Grouni, a financial planner at Objective Financial Partners. As one of the estimated 150 fee-only, advice-only financial advisors in Canada, Grouni used her decades of experience to simply and unbiasedly explain common financial dilemmas, and the steps families can take to successfully navigate them.

The specific financial planning mistakes discussed in this webinar include:

  • Not understanding the financial landscape
  • Failing to look at the big picture
  • Relying on retirement rules of thumb
  • Identical asset allocation across all accounts
  • Buying high and selling low
  • Deferring taxes at all costs
  • Not planning, period

In addition to these financial planning pitfalls, Grouni also discussed common tax traps, such as a lack in corporate tax planning, missing opportunities for your trusts, utilizing RRSPs and not having enough liquid assets for capital gains taxes.

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. 

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