Adrian George Cfp, Clu, Tep Email & Phone Number

For incorporated professionals, the financial side of their business can become complicated, stressful and time-consuming, distracting them from doing what they are trained to do.How do you set up a strategy to integrate your personal and business finances? Who can you trust to help guide you in this important aspect of your career? In many cases it can mean juggling an accountant, a lawyer, a lender and a financial planner and not always with coordinated advice. This puts you in the middle trying to make the best decisions for you, your family and your business.It's not surprising therefore, that many professionals do not even have a written financial plan that reflects their individual values, goals and concerns.My clients want simplicity to allow them to focus on doing what they love. I provide cohesion between our advice and that of your advisory team, which saves you a considerable amount of time, energy and money.As a financial advisor, I knew it was important to my clients to have someone in their corner who they could trust, rather than someone trying to push products. In a long career working in many roles within the financial services industry, the only way I felt certain my clients would get the standard of service they deserve was to provide it independently. At PlayCheques, we are a team of trusted, credentialed professionals who support you by creating customized planning to fit your life. We work with you to maximize the use of your hard-earned income to achieve and balance all of your various personal and professional financial goals. Our aim is to build lifelong security that is supported by expertise, that’s why our initial consultations are always free, freeing you from obligation or pressureContact me at adrian@playcheques.com, or visit www.playcheques.com for more information.

Listed skills include Investments, Retirement Planning, Wealth Management, Retirement, and 38 others.