I am Glenn Stewart here to give you continuous, personalized help with your Will Planning, Wealth growth with advice and Estate Planning. I help you protect your present Lifestyle and plan its future. Note, I do not charge for the first hour we meet of introductory consultation to review your situation and make sure we can work together for your situation and needs.
Initially, I listen to each client’s needs and wants, then help them develop a plan to achieve their goal. I ask the question at this time, “If we were to meet here again in three years, what has to have happened for you to say, this has been the best three years of my life”.
Then using an integrated approach, I may need to meet with (your) accountant or (your) lawyer in developing a client’s individual needs and help them in choosing unique services to assist them in attaining their goals. So, whether you're seeking Tax Savings, Estate Equalization Advice, Insurance or Financial Advice, I am here to help YOU. I take an open approach to your financial health by using my forty-plus years of business and insurance expertise to best meet your requirements. Note, as an advisor I am not limited to any one line of products and I am not tied to any specific company. Thus, I offer products that will suit the clients’ stages in life to help them achieve their financial goals and dreams.
What Value I bring to you as your financial and estate planner!
There is no doubt that the 2020-2022 period tested all of us in many ways. For one thing, it was a volatile year in the markets. First, equity markets touched new highs, then fell sharply in March when the global spread of the COVID-19 virus forced lockdowns and a halt to many economic sectors. The markets are starting to recover in the final months on positive vaccine news. For another, our lifestyles changed.
Many of us had to switch to a virtual environment seemingly overnight, affecting a wide array of activities: work, school, shopping and celebrations.
Through it all, many of us may have found our priorities and outlooks have changed. Have you updated yours?
That’s why we think it is the perfect time for you to consider the value you receive when you work with an advisor.
Given the volatility seen in 2020-2022 period, we believe that even if all your advisor did was help you stick to your investment plan, you likely received more value than the fee you paid. But most advisors do so much more—they may actively rebalance your portfolio, provide customized service, make sure your portfolio aligns with your desired outcomes, and help you maximize your after-tax returns.
All of those elements are captured in our simple and handy formula that can help you understand the value of working with an advisor.
Values, I offer you as your advisor
-Active reviewing of investment portfolios
-Customized your goals and needs with experience & planning
-Product choices available for your plan
-Tax-efficient planning & investing
Some of my formal learning:
Certified Health Insurance Specialist (CHS™)
Certified Executor Advisor (CEA)
Chartered Insurance Professional (CIP)
Canadian Risk Manager (CRM)
View my Web Site at www.glennstewartinsurance.com
A Rotarian for 46 years - involved in Local and District activities
An elder in the Presbyterian Church
Involved with House of Friendship, Ray of Hope
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