The My Planning® Process
Developing a tailored written financial plan begins with assessing your present situation and mapping out the best version of your monetary future according to your specific goals. Our approach to wealth management is threefold: By working out the math in conjunction with the mindset essential to each life stage, the foundation of our winning formula for financial growth is established by finding the “perfect fit” between client and adviser.
Personalized Financial Advice
Managing your money involves more than arbitrary number crunching and churning out automated financial statements. Unlike some other financial institutions, we nurture individualized relationships based on mutual trust in combination with our customized applications of our proven investment strategies and ensure that you are never treated as just another nameless or faceless client.
Our Independence Guarantees Yours
Based in Montreal, Zagari Simpson and Associates is an independent financial firm dedicated to helping individuals and their families build strong portfolios created from carefully designed financial solutions. Since we do not manufacture any proprietary products, guidance for choosing among Guaranteed Investment Certificates, Mutual Funds, Stocks, Bonds, Options and a full range of additional financial products is based solely on your particular objectives and our thorough market knowledge.
My Planning® Financial Assessment Tools
The Retirement Assessment
No matter how you see your retirement, the best way to make it a reality is to develop a plan — and actually see it through. Making sure you have enough income and assets to live comfortably will let you retire from your job, not your way of life.
The Major Purchase Assessment
The longer you wait to begin monthly savings, the larger amount you’ll have to set aside each month. An automatic savings plan helps you put saving out of mind by ensuring that you’ll contribute regularly toward your purchase.
The Education Assessment
Imagine your child coming to you with an acceptance letter from the school of their dreams… What will you do to ensure they can continue to focus on school and not on how they’ll have the funds to get there?