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- No comments on What Your Birth Certificate Says About Your Exit Plan
By: Scott Plaskett & John Warrillow In our experience, your age has a big effect on your attitude towards your business and how you feel about one day getting out. Here’s what we have found: Business owners between 25 and 46 years old Twenty- and thirty-something business owners grew up in an age where…
Group Benefits – How Business Owners Can Change Their Group Benefits Plan From An Expense To An Investment. WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me…
By: Paul Brent, Special to The Star Read Article
Eva Salinas, Financial Post Magazine Scott Plaskett, CFP was retained by Eva Salinas of The Financial Post Magazine to analyze one of their readers financial situation and make financial planning recommendations. The review was highlighted in the magazine and was very well received. Some of the more advanced financial planning strategies available to Canadian professionals…
After a few meetings, I decided to begin working with you because you had gained my confidence through your process of “educating me first”
CFP™ is the internationally recognized designation, awarded in Canada by the Financial Planners Standards Council (FPSC). CFP professionals must meet the FPSC’s standards in education, experience, examination and ethics. CFP professionals must also have 30 hours of continuing education every year and agree to abide by the CFP Code of Ethics to renew their right…
Title: Senior Financial Planner & CEO Email: scottplaskett@ironshield.ca Scott’s passionate belief in the power of a written financial plan, as well as his commitment to independent advice, led him to start his own firm in 1993. By following the principles of financial planning in his own life, he has proven to himself, beyond a doubt, the power…
Four Things NOT To Do and Five Things To Do With Your Financial Plan When The Markets Crash. WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me…
Title: Chief Operating Officer Email: catherineplaskett@ironshield.ca Cathy’s lifelong interest in financial matters led her first to a career in Banking, where she became licensed to sell investment fund product,s and later where she became a lending officer. This experience and the knowledge she gathered became invaluable when she started her own financial planning business. After…