Jennifer Daniel

Background

About Jennifer Daniel

Do you put as much time into planning your retirement as you do into your work? I suspect not. And you shouldn’t! You are most valuable doing what you do best. But it’s important someone is behind the scenes, making sure your financial house is in order – and keeping it that way. Planning for your retirement, implementing strategies that reduce your tax bill, monitoring your investments, reviewing your estate plan and making sure you are not over- or under-insured. If neglected, these things can have a significant impact on you and your family’s future. While money doesn’t buy happiness, money provides us the ability to live the life we want – to create our ideal life - now and in the future. My role as a Certified Financial Planner is to help you get your financial house in order – to make it a 10 out of 10 - and keep it that way. I will identify and lead the implementation of financial strategies that will have a positive impact in your working years and in your retirement years. I do the work for you so you can focus on what you do best. If you are within 10 years of retirement, live in Ontario and are looking to take your planning to the next level, I can help. Within this time frame, we have the ability to make adjustments to your financial plan before you reach one of the biggest milestones in your life – your retirement. You’ve worked hard to save your money and we want to make sure that your money serves YOU and what matters most to YOU. By starting our discussion with what’s important to you and clearly defining your goals we can develop a comprehensive financial plan that supports you and your IDEAL LIFE. In the words of Stephen Covey, “if the ladder is not leaning against the right wall, every step we take just gets us to the wrong place faster”. HOW I CAN HELP Guided Retirement Planning is a flat fee financial planning service designed to provide you with a financial and retirement plan customized for you. Learn more at: guidedretirementplanning.ca/ I also provide ongoing investment advice through GP Wealth Management and insurance advice through GP Capital Insurance Agency. WANT TO CHAT? Send me an email at jenn@guidedretirementplanning.ca or message through Linked In. We will schedule a no-cost, 15 minute call to discuss your situation, how I might be able to help and answer any questions. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of GP Wealth Management Corp. Investments provided by GP Wealth Management Corp.