A client who feels that they don't have the time and/or knowledge to effectively manage their's or their families investment portfolio. Their financial wealth has grown from regular savings, group plans, option programs, and bonus pay outs.
A client that is almost approaching 10 years from their retirement. Their savings is a combination of registered and non-registered accounts. Their focus is retaining their current income levels for the future.
Someone who has recently lost a partner and is going through a transition period and is now managing a changed portfolio. They are looking for guidance and coaching in making their own financial decisions.
