Have you ever watched Mike Holmes, the contractor on TV? He takes people's renovation or home building projects gone wrong and makes them right again.
Take that idea into the Financial Planning realm and it is a Mike Holmes kind of financial professional who would be the guy to call. However, even if your financial situation isn't in dire straits or if you have never worked with a "Financial Planner" before, I'm sure you would want that kind of person working for you, RIGHT FROM THE BEGINNING.
Since 1987 I have done exactly that for hundreds upon hundreds of people, people JUST LIKE YOU. We can work together in making wise decisions on all aspects of your financial life. In essence I can be your "general financial contractor" and restore your finances to a firm foundation or at least get the foundation laid solidly so together we can build from there.. The various parts of Financial Planning include investing (through an RRSP, RESP etc), saving (TFSA or high interest savings accounts), tax reduction and risk protection. These are just some of the tools we can use to build a solid Financial Plan.
I've been doing this 23 years and I strongly believe that time is the most effective teacher. I am absolutely convinced that there is nothing more valuable than experience. I would like to make my experience available for all your financial decisions.
The people I do the best work for as a Financial Planner are those that have a very balanced view on life. My most successful clients view money as a way to gain lifestyle freedom. A means to experience the many things that life has to offer. If you enjoy gathering and absorbing all kinds of financial information on a daily basis or try to increase your wealth as a game or to get ahead financially of your peers or for ego reasons then I'd suggest stop reading now. I probably won't give you the excitement you thrive on. If on the other hand, you want a Financial Planner who will help in building your financial health piece by piece, with care and consistency, year in and year out, as I have done since the mid 80's then I believe we could work together perfectly.
If you:
A) Don't or never have worked with a Financial Planner
B) Believe your financial life needs more attention
C) Are not happy with the the Financial Planner or Advisor you are working with or,
D) Are just plain tired of changing Financial Planners as often as you change your socks, then...
I welcome you to drop me a note by e-mail to carey@careyvandenberg.com or call 604 541 2690. There is no obligation of course as our relationship has to be a very comfortable one. I think we will find that out soon enough.
If your goal is the same as mine, to develop a successful long term relationship, one that has the potential of lasting a lifetime, then I look forward to your call. Financial Planning is not a one time event. It's a lifetime process therefore we could be looking back 10 , 20 , 30 or more years from now, with great satisfaction and fulfilment, on what we have accomplished together.
“Coming Together is a Beginning; Keeping Together is Progress;
Working Together is Success.” Henry Ford
Sincerely yours,
Carey Vandenberg
Chartered Financial Planner
P.S. You aren't sure just yet about an initial conversation or meeting? Here are some testimonials from a cross section of my clients from all over the Lower Mainland, from Vancouver, Burnaby through Richmond, South Surrey, White Rock B.C. .... and beyond.
P.P.S. Still need some time to decide? Take all the time you need. I want you to be comfortable and I'll be here when you decide it's time. In the interim, I suggest you subscribe to our "e-loop". Some of my most successful client relationships have come after years of receiving regular correspondence from me. Subscribe to our "e-loop" and you too will get timely information from me directly, including our bi-monthly financial newsletter
'mutual gains' .
Take that idea into the Financial Planning realm and it is a Mike Holmes kind of financial professional who would be the guy to call. However, even if your financial situation isn't in dire straits or if you have never worked with a "Financial Planner" before, I'm sure you would want that kind of person working for you, RIGHT FROM THE BEGINNING.
Since 1987 I have done exactly that for hundreds upon hundreds of people, people JUST LIKE YOU. We can work together in making wise decisions on all aspects of your financial life. In essence I can be your "general financial contractor" and restore your finances to a firm foundation or at least get the foundation laid solidly so together we can build from there.. The various parts of Financial Planning include investing (through an RRSP, RESP etc), saving (TFSA or high interest savings accounts), tax reduction and risk protection. These are just some of the tools we can use to build a solid Financial Plan.
I've been doing this 23 years and I strongly believe that time is the most effective teacher. I am absolutely convinced that there is nothing more valuable than experience. I would like to make my experience available for all your financial decisions.
The people I do the best work for as a Financial Planner are those that have a very balanced view on life. My most successful clients view money as a way to gain lifestyle freedom. A means to experience the many things that life has to offer. If you enjoy gathering and absorbing all kinds of financial information on a daily basis or try to increase your wealth as a game or to get ahead financially of your peers or for ego reasons then I'd suggest stop reading now. I probably won't give you the excitement you thrive on. If on the other hand, you want a Financial Planner who will help in building your financial health piece by piece, with care and consistency, year in and year out, as I have done since the mid 80's then I believe we could work together perfectly.
If you:
A) Don't or never have worked with a Financial Planner
B) Believe your financial life needs more attention
C) Are not happy with the the Financial Planner or Advisor you are working with or,
D) Are just plain tired of changing Financial Planners as often as you change your socks, then...
I welcome you to drop me a note by e-mail to carey@careyvandenberg.com or call 604 541 2690. There is no obligation of course as our relationship has to be a very comfortable one. I think we will find that out soon enough.
If your goal is the same as mine, to develop a successful long term relationship, one that has the potential of lasting a lifetime, then I look forward to your call. Financial Planning is not a one time event. It's a lifetime process therefore we could be looking back 10 , 20 , 30 or more years from now, with great satisfaction and fulfilment, on what we have accomplished together.
Working Together is Success.” Henry Ford
Sincerely yours,
Carey Vandenberg
Chartered Financial Planner
P.S. You aren't sure just yet about an initial conversation or meeting? Here are some testimonials from a cross section of my clients from all over the Lower Mainland, from Vancouver, Burnaby through Richmond, South Surrey, White Rock B.C. .... and beyond.
P.P.S. Still need some time to decide? Take all the time you need. I want you to be comfortable and I'll be here when you decide it's time. In the interim, I suggest you subscribe to our "e-loop". Some of my most successful client relationships have come after years of receiving regular correspondence from me. Subscribe to our "e-loop" and you too will get timely information from me directly, including our bi-monthly financial newsletter
'mutual gains' .
MUST READ
DO SOMETHING NOW TO STOP GIVING SO MUCH TO THE GOVERNMENT IN 2010
You are probably done doing up and filing your 2009 income tax return. If not, get it done ASAP because if you owe CCRA money you will pay in fees in penalties.
It’s done so are you like most people and put it out of mind until next year? If you are OK with that and don’t mind giving the government tax money which you don’t have to then continue doing what you are doing. However if on the other hand you are going to say “enough is enough”, “I’m going to keep as much of my money as possible” then there are several ways you can do that.
One of those ways is regarding charitable donations and how you can get virtually all of your donations back in tax savings.
If you donate money either annually or monthly to one or more charities and it’s more than a few hundred dollars there are ways you can donate and have the donations you make to your selected charities cost you virtually $0. I have given several thousand dollars so far this year in charitable donations and the cost to me has been negligible. If you aren’t giving this way and your current Financial Planner / Advisor hasn’t mentioned how to do this then ask them.
Read through some of the past issues of "Mutual Gains" for more about this “double dipping” tax saving strategy (click on "MORE >" below)
On another note, if you haven’t been getting email updates, subscribe to the “Mutual Gains E Loop” below. I’ll keep you apprised of any new ideas.
Questions? Would you like to set up a meeting together? Call or email me directly.
You are probably done doing up and filing your 2009 income tax return. If not, get it done ASAP because if you owe CCRA money you will pay in fees in penalties.
It’s done so are you like most people and put it out of mind until next year? If you are OK with that and don’t mind giving the government tax money which you don’t have to then continue doing what you are doing. However if on the other hand you are going to say “enough is enough”, “I’m going to keep as much of my money as possible” then there are several ways you can do that.
One of those ways is regarding charitable donations and how you can get virtually all of your donations back in tax savings.
If you donate money either annually or monthly to one or more charities and it’s more than a few hundred dollars there are ways you can donate and have the donations you make to your selected charities cost you virtually $0. I have given several thousand dollars so far this year in charitable donations and the cost to me has been negligible. If you aren’t giving this way and your current Financial Planner / Advisor hasn’t mentioned how to do this then ask them.
Read through some of the past issues of "Mutual Gains" for more about this “double dipping” tax saving strategy (click on "MORE >" below)
On another note, if you haven’t been getting email updates, subscribe to the “Mutual Gains E Loop” below. I’ll keep you apprised of any new ideas.
Questions? Would you like to set up a meeting together? Call or email me directly.
