Helping you plan a bright future, and making sure that your investments are purpose driven
Helping you plan a bright future, and making sure that your investments are purpose driven
Since 2013 I have been helping clients to plan for the future financally, and how to protect that plan.
With almost four decades of income tax knowledge, I am able to make sure that my clients benefit from the best tax advice, and help their savings to go further.
I start by explaining the different ways I can help. Then, together with you we analyze your goals and make sure that your portfolio is aligned with those goals. Long term planning includes factoring in the best possible tax advantages for you today and in the future.
Bringing it all together with strong financial choices, tax advantages, and protecting the investments and your family in cases of unexpected events, makes us the smart choice. I always put my client's interests first.
My name is John Semlitch. I became a financial advisor in 2013. When I received an email asking me if I would be interested in this career, I thought to myself, of course. why didn't I think of this before? I had already been preparing income taxes and doing accounting for 30 years, so this would fall right up my alley. Since then, I know that I made the right choice. By always putting my clients interests first, I have built a strong practice with many very happy clients.
I have a very strong belief in life and critical illness insurance. By working this into a financial plan, insurance can be a safety net for survivors. But it can also be used as a savings plan to work into retirement. It can even be used to help with children's education, or just helping them to find their way as they grow into independent adults.
I started my income tax career in a chartered accounting firm in 1983. Right away, I knew that the financial field was my cup of tea. Mathematics was my best and favourite subject in school, and I always found myself to be a very analytical type of person. This tax and accounting background is an enormous benefit to my clients. With this knowledge, I am able to save them a great deal of income tax over the course of their financial plan, giving them more after tax dollars to enjoy along the journey of life.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, unexpected events, or maybe that great investment opportunity.
It should start with your goals and objectives, and from there we will build an investment geared toward your specific goals, wants, and needs.
Your plan will be very specific to you, and will most likely need adjusting as life changes. We will meet to make sure your plan is still in alignment with your goals from time to time, but most definitely whenever major changes occur.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Normally I work from 8:00 a.m. to 4:00 p.m. on weekdays. However, I like to take off around noon on Fridays. But my cell phone is always handy for my clients and I am not afraid to meet with clients in the evenings or even on weekends if we are unable to fit a meeting in on regular hours.
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