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Vaughan Advice Givers: Interviewing Our Brightest Minds | Thought-Leaders | Business Owners | Entrepreneurs | Robert Caruso
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How to make sure you get the proper financial guidance and advice for your investments!
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Jim Laszlo has been a Financial Planner for 18 years and been in Vaughan for just over 2 years.
Jim offers a wide variety of services at Canfin Financial Group (Founded in 1995) and offers a holistic approach to creating, protecting and transferring wealth.
Services provided:
– Mutual Funds
– Life Insurance
– Critical Illness Insurance
– Extended Health Insurance
– Mortgages
– RRSP’s, RESP’S, RDSP’s and TFSA’s
Ideas and Topics Discusses in This Episode:
Jim uses a 6 Step Approach to help people or families achieve their financial goals:
1. Clarify the current financial situation
2. Identify personal goals and objectives
3. Identify financial problems or opportunities
4. Determine recommendations or alternate solutions
5. Implement the appropriate strategies to achieve goals
6. Ongoing review and update the plan as things change
Retirement needs, RRSP’s, Strategic Tax planning like using a Tax Free Savings Account…if you have never contributed into one, you can contribute $41,000 to help save in taxes!
Using the Rule of 72 to figure out how long it’ll take for your money to double and the massive difference it would be from a 2% to 8% rate of return!
How to connect with Jim Laszlo:
Office: 416-466-2275 ext. 242
Cell: 416-709-6820
Reviews Help a Ton!
Thanks for joining me again this week. If you have any tips, suggestions, or comments about this episode, please be sure to leave them in the comment section below.
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