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THE HERMAN TEAM*

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Financial planning

Financial planning bridges the gap between your lifestyle needs and goals and your financial resources available. It is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing and implementing financial strategies, and monitoring progress on a regular basis, the likelihood of achieving your results is greatly increased.

By developing a financial plan, you and your family:

Will have a better understanding of your current financial situation.
Determine attainable retirement, education, insurance, and other financial goals.
Review goals, funding strategies, and alternatives where goals have to be compromised.
Have the necessary financial resources set aside to fund your goals as they occur.
Reduce the effect of unexpected events, such as disability, premature death, etc.

*The Herman Team is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.