Best Stock Broker Mississauga Near Me

4worldlovers:
Mississauga Mint creates lasting value with tokens, trade dollars and commemorative coins and collectables.

4worldlovers: My dad, who served in WWII as an Air Navigator, was fond of saying, "if you don't know where you are going, any path will take you there". He encouraged me to take my private pilot's license training at the age of 17. Times were different then, I had a map on my lap so I could visually track landmarks, so I wouldn't go off track. Much like flying, achieving all goals in life requires a plan, a roadmap, and that is one of my core beliefs.

When my wife Doris and I set out on this path with Edward Jones, my big picture goal was to help families amass one million or more in liquid assets for one hundred families. The purpose behind this was simple: if these hundred families could amass one million each, think of the good they could do for their families, themselves and their communities! We are pleased to say that we now have over 60 family households that have crossed that threshold.

I have learned a few things in over 25 years in this business:

Our clients' goals of wanting to put their children through post-secondary education; the desire to own a home, save for that vacation property or pay off that debt hasn't gone away.

The desire to not burden future generations and to help our local communities and charities is still alive in client conversations. There will always be crises that cause us to pause in our goals, which is why we are not here "just to place trades" but to help our clients set their fears aside and follow a logical plan to help them achieve what is more important to each of them.

Charlie Munger (Warren Buffet's business partner) was once quoted as saying: "Like Warren, I had a considerable passion to get rich, not because I wanted Ferraris – I wanted the independence. I desperately wanted it."

One of our key goals is to assist families who value advice with tax-efficient cash flow planning to ease the burden on their money. We begin with a risk tolerance assessment, proceed with projections (retirement, debt paydown, education funding, risk assessment and legacy planning) and implement personalized investment/insurance solutions to meet their ever changing needs.

Our primary focus is on developing genuine relationships that add value to our clients' lives. We enjoy coming into work on your behalf and it is a calling we are thankful for!

Together, let's focus on the things we can control and turn off the things we can't.