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事实上,只有不到50%的加拿大人对自己的退休有所计划,而在这少于50%的人群中,只有接近一半的人知道自己是否能达到退休时的财务目标。 我们的身体状况、退休金的持续性,政府政策的稳定性以及投资环境的变动性等因素一旦发生变化,我们就需要及时的来调整我们的退休计划。 天圆财富顾问通过与您和家人沟通预期的退休生活方式和目标,来了解未来您的家庭对资产的需求。 根据目前的财务状况,制定一整套的退休计划,其中包括您每月生活开销所需要做的调整,投资品种和比例的调整,及时补充长期护理保险来为未来住养老院或者负担家庭的护理做资金的准备等等。 对现阶段的财富状况做一个诊断,针对您预期的退休年龄,尽早制定详细的退休计划,才对自己的退休生活品质更有保障,所以请您立刻行动。

Consulting WP – we help companies assess their skills and choose a new direction which utilizes the talents of the team and resources most productively.

Safety net & build wealth

You can transform your business to a revenue-producing asset that lets you work as much or as little as you want.

Business planning & strategy

Our clients are often surprised by the possibilities we present to them; by thinking outside the box we present exciting new ventures:

  • Work fewer hours — and make more money
  • Attract and retain quality, high-paying customers
  • Manage your time so you’ll get more done in less time
  • Hone sharp leadership skills to manage your team
  • Cut expenses without sacrificing quality
  • Automate your business, so you can leave for days,

Research beyond the business plan

We also ensure that the whole team is included in the process and that no one is left out during the turnaround. The most crucial part is ensuring some degree of financial stability during the turnaround.

This is the most worrying part for most clients going through or needing a turnaround; it means that incoming cash flows will change completely. We help ease these issues through fantastic financial projections and a realistic view of what can be accomplished.

Creating a list of potential qualified prospects for your service or product can be daunting when you’re beginning your business. However, this needs to be considered as a follow up on your Target Market Analysis so you can hit the ground running.

Business plan market

A strong business plan requires going beyond intuition and experience, and supporting your idea with fact-based market research. Investors need to have confidence in your understanding of the market, so don’t let yourself down by skimping on research. We have access to fee-based, subscriber-only resources such as:

  • Don James/Semplice – Article and News Research
  • VoltageBusiness – Company and Industry Research
  • Goovers – Company and Industry Research
  • IRISpace – Article and News Research
  • Lexos-Nexos – Company, Industry, Market Research
  • Plombett – Article and News Research
  • Pronounce – Market Analysis report “Slices”

Competitor research & analysis