The Learning Centre:
Put your Educators team to work for you: Financial Advisors
The saying ‘a failure to plan is a plan to fail’ is particularly true when it comes to financial planning, which experts say is an important means of meeting your financial goals. In fact, studies show that investors who use a financial planner feel more on track with their financial goals and retirement plans, and are more confident that they can deal with financial challenges*.
At Educators Financial Group, your Certified Financial Planner professional or Senior Financial Advisor can help you with complex financial issues like choosing investments that reflect your needs, saving for retirement, dealing with the financial implications of divorce, and more.
Your Educators Call Centre and your Educators Advisors have different roles.
At Educators, your Call Centre is here to process your financial documentation (such as trades), respond to factual questions, and do the important administrative work around setting up meetings. Your Certified Financial Planner professional or Senior Financial Advisor is here for in-depth discussions such as those times when you have to analyze your situation and goals, and put a plan in place to achieve them. Some of the challenges a Certified Financial Planner professional or Senior Financial Advisor can help you with include:
Choosing investments that reflect your unique time horizon and risk tolerance, and which will result in a customized portfolio that will meet your financial goals.
□ Building a financial plan to meet specific goals such as a down payment for your first home, taking a 4 over 5, or saving for your child’s post-secondary education.
□ Determining how much you will need in retirement, where you’ll get the money for it, and how your income sources work best together. (RRSPs? Pension? TFSAs?)
□ Developing strategies to minimize taxes, before and after retirement.
□ Understanding how divorce will affect you financially.
If you checked even one of the items above, give us a call to discuss your needs.
We understand your busy schedule.
At Educators, we know that education members have limited time during their workday to have the kind of detailed conversation that’s needed for some financial matters. That’s why an Educators Certified Financial Planner professional or Senior Financial Advisor will meet you at a mutually convenient place and time. “Many of my meetings take place in a client’s home, where they’re comfortable and have the time to discuss things in detail”, says Darryl Martella, Senior Financial Advisor, Educators Financial Group.
You can count on our expertise.
Our Certified Financial Planner professionals are accredited through the Financial Planning Standards Council (FPSC). Our team takes courses to build on their skills on an ongoing basis, and offers expertise in specialized areas such as divorce and estate planning.
One more advantage: our knowledge of education members.
At Educators, we’ve been working with the education community since 1975. It’s no surprise that our Certified Financial Planner professionals and Senior Financial Advisors are dedicated to your needs. After all, our company’s vision is to be the financial services provider of choice for all members of the education community,
Take advantage of a service geared to increasing your peace of mind by delivering financial solutions tailored to your unique needs.
You can reach your Educators team at 1.800.263.9541.