Financial Planning

I’ll work with you to create a comprehensive financial plan, and coordinate with your existing professionals like your accountant and estate lawyer.

The first step is to have a short meeting that will allow me to show you what I provide for my clients and see if there is a fit between that and what you are looking for in an advisor.

If we both feel comfortable, then only at that point will we move forward to the second step which is to allow me to gather information to provide you with a Comprehensive Financial Plan.

The third step is to review the plan together and consider the appropriate products & solutions that suit your goals.

financial plan randel tyler calgary alberta> View/Download an example of
the type of Financial Plan I would provide.


Opinion Disclaimer:
This publication contains opinions of the writer and may not reflect opinions or Global Maxfin Investments Inc. The information contained herein was obtained from sources believed to reliable, but no representation, or warranty, express or implied, is made by the writer or Global Maxfin Investments Inc. or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional advisors for advice based on your specific circumstances.