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Nifa Alphonso showed professionalism added to serenity, good humour and enormous sympathy. These qualities confirmed in the demands where she worked directly, surpassing my needs and expectations. Excellent professional.
- M. Teske
I am profoundly grateful to you for your professional support and continuous guidance through every step of the process without which I would have not met the deadline.
You are a great Advisor. You saved me time and money and what most impressed me was that I did not know you and all happened over the phone.
- M. Satija
Nifa is a Financial advisor with expertise in working with Families, Executives & Business Owners with a focus on Financial Freedom & Retirement Planning that include insurance, investments, estate plans and more. She understands the challenges that families, corporate management executives, and business owners face and is committed to helping them eliminate debt, plan for major life events, and retire faster by finding an efficient solution.
Why Now ? Food for thought :
► According to a study by Statistics Canada, 31% of those polled between the ages of 45 to 60 said that their financial preparations for retirement were inadequate. In another study by Investors Group, only 19.6% to 24.5% of non-retirees over the age of 45 were not concerned about retirement.
As an Executive & Business Owner, you are working hard to climb up the corporate ladder or grow your business to achieve your personal income and retirement goals and don’t have the time to review the impact of your income to your personal financial future plan.
Chances are, you have pressure taking care of your family and just don’t find the time to review your savings for retirement and financial protection for your loved ones. I can relate to this problem being a working Mum and trying to manage my personal and professional life and have seen my father who was a businessman trying to focus on growing his business.
Have you thought about the following:
►If you lost your job today, how much savings do you have and how does this impact your retirement plan?
►Have you recently changed jobs or had great sales year, is the extra money being used to better your future financial situation?
►Are you planning to move to new role or start your own business in the future to pursue your entrepreneurial dream and have you created a proper savings strategy for this venture?
►How are you protecting your lifestyle should you have some tough financial year or critically ill or disabled?
►Are your children planning to attend college and its impact on your finances?
These are some of the many questions that I can help you solve.
Managing your personal plans is equally or perhaps more important given the changing dynamics of the business world, your role or job may be at risk due to circumstances outside your control.
A proper financial plan will allow you to be safe and confident that ultimately will result in you performing better and worry-free at your work while dealing with personal and business challenges.
If you would like some help, please email me at firstname.lastname@example.org
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