Focused Financial Planning
357 University Ave.
Charlottetown, PE
C1A 4M9
Focused Financial Planning was created in 1998, to provide families and businesses, financial comfort, through professional investment and insurance advice. FFP’s philosophy is that everyone deserves an opportunity to reach his or her goals! FFP is an independent office, and as independent advisors we are not sales driven but rather goal oriented. As advisors we strive to provide quality advice based on our client’s needs and wishes. When you have an advisor who is focused on helping you reach your goal rather then trying to sell you things, you will reach your goal more quickly. As an independent office we can provide a full spectrum of financial strategies and planning. Using your goals and our knowledge we can provide distinctive services and products which together can become inter-related.
We are pleased that Investia Financial Services Inc. is our Mutual Fund Dealer
Everyone wants to make money but what are your actual goals and what do you need to get there. What risk are you willing to take and what type of investment is right for you. Do you realize what risks you are taking by not acting? Open money, RRSP, TFSA, RESP, Investment loans* are all viable solutions but which one(s) are right for you. We can help clear the clutter and help keep you focused on your financial plan.
It's often said, "Save like you'll live forever, and plan like you'll die tomorrow." We spend all kinds of time and money protecting our "stuff" like cars, vacation and loyalty points but forget about your most valuable asset... YOU. If you die, become disabled or get sick … all your "stuff" is in jeopardy. With more and more Canadian's living paycheck to paycheck, we need to take the time to plan. The products to help you protect your family and you can be over whelming. Our job is to help you sort through the vast array of products:
Life Insurance
Mortgage Protection Plans
Individual, Medical and Dental Plans
Life and Disability Insurance Planning
Critical Illness and Long Term Care Products
Travel Insurance
We have access to the major companies in Canada. Please see our links page for examples of companies that we deal with.
All services are provided through Focused Financial Planning unless otherwise noted.
Mutual fund provided through Investia Financial Services Inc.
Insurance provided through multiple carriers.
Building a better financial future with FOCUSED planning.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.
Copyright @ 2011, all rights reserved. - Privacy Policy - *Loan Disclosure - Legal Disclaimer - Complaints
Website designed by SOS Computer Solutions.