As a Financial Planner, I cover all aspects of the financial plan.
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Clients all receive a written financial plan that is reviewed annually. I also do trial tax returns at year end where I figure out what your current tax situation will be in April. This helps today because I'm able to make recommendations, ie. RRSP contributions at a time when it will actually help. In addition, I also do the submission and filing in March and April. I charge $20 for a basic return for people doing their taxes with me for the first time. It moves up a scale and stays at $30 for clients. People who get their taxes completed will get a tax receipt because the money raised goes to charity. Its really a great program and it ensures your financial planner is also looking after your taxes. It makes sense because most financial decisions have some sort of tax implications.
Cheers. Some of the feedback we receive is the absolute value added of your content because you discuss day to day finance matters that affect all of us including estate planning strategies that just do not seem to appear elsewhere and of course all of these strategies can be applied to one's cannabis investment portfolio. Your clients that have invested in this industry ... other than the high blood pressure caused by the recent volatility, are their returns impressive?
I think the returns have been impressive. Naturally, it depends what you bought and when. I’m still a believer in the cannabis sector in general. I think now is the time people have to decide if they are traders in the sector or investors. We are on the cusp still of many great things to come, and this is the beginning. I think the proliferance of stories regarding cannabis millionaires has misconstrued some peoples view. You still need a proper asset allocation for your risk level and investment need.
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