We provide access to the best and the brightest professional financial retirement practitioners in Canada.
BEYOND RISK: "WILL YOU BE O.K.?"
Q:How do you assure the imminently burgeoning retirement needs of 90,000,000 unprepared, disinterested and impatient boomers in North America with only 10,000 professional financial advisors out of 275,000 in Canada designated dually as Certified Financial Planners (Wealth Accumulation) and Chartered Life Underwriters (Wealth Preservation/Retirement) and professionally available to offer their professional competence to the 10,000,000 boomers in Canada?
A:With an immediate change in the real time demand/delivery paradigm….through the use of a real time web based application that has global consumer financial access.
Beyond Risk is about people and their views on money....borne of over 30 years of front line experience and engagement in the arena of exponential corporate growth through financial practice building under 'fire' in a lifetime passion......the assuring of the financial value of our time.....to allow for the completion of our personal and business financial objectives. It is about character, integrity, people and their often complex and conflicting attitudes towards money.....its accumulation.....its preservation and its utility. It is about the leadership of high performance professionals who are committed to managing the capital risk and the lifetime financial well being of their families, business associates and clients. It is about coaching 'Olympian' class high performance empowerment. Above all it is about ethical choice in every facet of decision making and execution. It is remarkable that of all the basic life skill related subjects that we include in our children's early curriculum financial literacy is not one of them.......given that we live in a money economy. It is said that we each have a "Money Personality". Nothing could be more accurate and more life defining.