Andrew Trimmel, CHS, FPSC Level 1 Certificant in Financial Planning

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Kitchener, ON
Andrew Trimmel, CHS, FPSC Level 1 Certificant in Financial Planning

My goal is to build strong relationships with clients and provide them with the knowledge and confidence to achieve their financial goals and dreams.

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with clients to create a financial security

plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each financial security plan includes:
Gaining a clear understanding of clients’ goals and dreams
Analyzing their situation and identifying gaps
Building a financial security plan to help them achieve their short- and long-term goals
Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs

05/30/2017

Teaching money skills expected to become part of mandatory careers course by fall of 2018. Education Minister Mitzie Hunter to outline plan Thursday.

03/13/2017

02/09/2017

Good article explaining how CPP works

The Canada Pension Plan (CPP) is an earnings-related, public pension plan that transfers income from workers to the retired. The CPP covers all Canadian workers except those in Québec who are covered by the parallel Québec Pension Plan (QPP). The Canada Pension Plan Investment Board manages about $3...

01/20/2017

Learn more about saving with contribution plans, loans and spousal benefits in the second part of our series on RRSPs and TFSAs.

01/17/2017

Some new updates on my website www.andrewtrimmel.ca
There are many calculators to give you an idea of how much your current savings could grow to, how much of a mortgage you might qualify for or how much the mortgage payments might be. Take a look for yourself!

Financial Security Advisors and Investment Representatives with Freedom 55 Financial and Quadrus Investment Services Ltd offer information on investments, mutual funds, and financial security planning.

11/17/2016

Nearing retirement? This checklist can help you prepare for this exciting transition.

11/15/2016

Disability and critical illness insurance: Do you know the difference? Here's a great resource that helps explain.

11/14/2016

New parents face many challenges, including adjustments to their personal finances. Following these five steps can help them manage the change.

10/17/2016

Nothing changes a lifestyle – or a budget – like having kids. This guide can help you accommodate the change by outlining several necessary expenses.

10/13/2016

Finance Minister Bill Morneau announced four reforms to address the increase in bigger mortgages amid low interest rates

09/30/2016

It’s important to invest your money wisely. While some risk is inherent, this article will help you understand just what that entails.

08/09/2016

With proper planning and financial guidance, learn how you can reach a student debt-free future sooner than you think

Address

Kitchener, ON
N2P0A4

Telephone

+15195801600

Website

http://www.andrewtrimmel.ca/

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