“Should I invest with you or in real estate?”
“How can insurance products help my financial portfolio or tax strategy?”
“Can I afford to retire? How do I avoid out-living my retirement savings?”
If you have a question you’ve always wanted to ask about finances, estate or wealth management, chances are many others wonder the exact same thing!
It’s just these kinds of questions – your questions – Abbotsford wealth advisor Cindy Boury will field during her free fall information session Oct. 11.
“Often people have similar questions, such as the difference between a wealth advisor, financial planner and mutual fund specialist, or how to read their statements fully,” says Cindy, of Cindy Boury Private Wealth Management.
“We’ll ask guests to submit any question they have when they RSVP to the session, then we will answer their questions at the event, (or before if it’s something more specific). Even if you’re not comfortable asking your questions publicly, you’ll get your questions answered.”
The power of education
The information session is part of Cindy’s longstanding focus on education – it’s how she’s built her practice over 20 years and how she builds her relationships with clients.
It’s also why her team includes six people with skills that complement her own – such as expertise in research and insurance, for example.
“For those who may be curious about us and what we do, this event is a chance to get to know me and my team. It also lets us share an overview of the year, how the portfolios are doing, what we might expect in the months ahead,” says Cindy.
Do I need a wealth advisor?
Offering far more than retirement planning, a wealth advisor can call upon diverse knowledge and expertise to build and preserve wealth: build your investment portfolio; design a personal or company trust for strategic purposes; tax management; insurance needs and coverage; and estate planning.
Revisit your retirement plan during a major life change, such as a marriage or retirement, and whenever you have questions about reviewing and re-structuring your current financial plans and goals.
A common misconception is that clients must have significant assets to warrant an advisor, but Cindy believes everyone can benefit from planning for future goals and how to achieve them. Because of her team’s breadth of expertise, they can help chart a course that may include areas a client hasn’t considered.
“This session is great for anyone who thinks, ‘Do I need a financial advisor? Should I have one?’” says Cindy, emphasizing the free session is open to everyone – clients and non-clients alike.
Reserve your seat
Space is limited in this educational presentation Thursday, October 11, 2018 – those wanting to learn more about Cindy Boury Private Wealth Management are urged to RSVP to the Raymond James office, Garden Street at 604-855-0654 or email [email protected] Enjoy light refreshments after the presentation, and a chance to meet Cindy and her team.
We are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Securities-related products and services are offered through Raymond James Ltd., member – Canadian Investor Protection Fund. Insurance products and services products and services are offered through Raymond James Financial Planning Ltd., which is not a member – Canadian Investor Protection Fund.