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Financial Planning

Financial planning encompasses retirement planning, investment planning, risk management (insurance) and estate planning. Financial planning is a process designed to help you get started on the road to financial security by taking all of these areas into account, and implementing a plan to take you from where you are now to where you want to be in the future.

The Financial Security Planning Process - Client Discovery

At Plater Financial Inc., we like to offer all potential clients a complimentary 30-minute introductory meeting that allows both parties to communicate their needs and expectations in a Financial Security relationship. If both parties agree that there is value in continuing to develop this relationship, a secondary Financial Security meeting is scheduled. Based upon the information exchanged within the introductory meeting, potential clients are given the freedom to decide the role Plater Financial Inc. will take in overseeing and servicing their financial security planning needs.

Information Gathering

Net Worth                  Employee's Pay Stub                Employer's Pension          Life Insurance Policies
Cash Flow                  Benefit Booklet                          CPP Statement                   Disability Policies
Tax Returns               Investment Statements           Mortgage Statement        Other Loan Statements
Latest Will                 Power of Attorney

Goals & Assumptions

Retirement                Income Continuance                Education Funding               Major Purchases

Retirement
Planning

Expense Projection                             Pension Projection                                  Investment Projection

Investment
Planning

Risk Tolerance Questionnaire          6 Investor Mistakes/Challenges            Investment Process

Investment Philosophy                      Investment Policy Statement

Risk Planning

Life Insurance          Critical Illness Insurance           Disability Insurance           Long Term Care Insurance

Estate
Planning

Estate Analysis              Executor Checklist                 Planning Checklist               Will Plan

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Insurance products, including segregated fund policies, are offered through Plater Financial Inc., and Investment Representatives Tim Plater, Dave McLean and Grace Plater offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Any activity in relation to Tim Plater’s title as Founder of Plater Financial Inc. is related to insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.​

For the Quadrus privacy policy, click here

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be

associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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