Financial Planning for You & Your Family

Click below to view our video about protecting your family
Video created by Jaime Munro from Whisper Media (www.whispermedia.ca)
Video created by Jaime Munro from Whisper Media (www.whispermedia.ca)
So together, we’ll look at your specific financial goals, understand what’s important to you, and find some creative solutions that will help make it easier to reach those goals and get more out of your hard-earned money.
This may include a combination of cash & asset management solutions, tax planning, estate planning, risk management & insurance solutions, optimizing benefits through your small business, maximizing benefits from government programs and other solutions that may be appropriate to meet your specific needs.
So covering that risk is a very important part of a financial plan that will help you get through some of life’s unexpected challenges.
For major illness and inability to work you’ll need a plan to cover the following, and preferably in a tax-efficient way so you don’t lose more of your savings on paying higher taxes. Expenses can include:
In the case of premature death of one of the parents, you will need to:
Magdalena (Medy) Dytuco,
CPA, CGA, CFP
Tel: (604) 368-1735
Email: DytucoFinancial@gmail.com
Medy, also known by her “proper name” Magdalena, is a Certified Financial Planner, Designated Accountant, trained life coach and has over 20 years experience in business and financial analysis. She also coached a leadership course for several years and completed the Coaches Training Institute Co-Active Coaching program. She brings all this together in educating and empowering her clients with creative strategies to help them achieve the life they want at retirement, reach their financial goals with freedom & ease, as well as to keep more of their hard earned money through their lifetime.