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Investments

  • Required rate of return to meet goals
  • Risk tolerance
  • Asset allocation
  • Level of investment knowledge
  • Ongoing investment program (PAC)

 

Retirement Planning

  • Time horizon to retirement
  • Income sources
  • Pension(s)
  • Lifestyle goals at retirement
  • Exiting businesses



Estate Planning

  • Will
  • Executor
  • Power of Attorney
  • Trusts
  • Beneficiaries

 

Banking

  • Personal
  • Business
  • Interest in private banking
  • Channel preference (online, call centre,
    face-to-face)



Tax Planning

  • Tax minimization strategies
  • Estate maximization strategies
  • Introduction to tax specialist

 

Education

  • Saving for education of client, spouse, children, grandchildren



Cash Flow Management

  • Income and expense management
  • Buying or selling major assets

Borrowing

  • Personal
  • Business
  • Debt reduction strategies

 

Insurance

  • Personal insurance
  • Business insurance
  • Life
  • Disability
  • Insurance for investment purposes
  • Consider family (spouse, children, dependents)



Legacy Planning

  • Testamentary
  • Foundations
  • During clients’ lifetime
  • Part of estate and tax planning
  • Charitable Giving

 

 

 
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  Providing TOTAL FINANCIAL SOLUTIONS to all my clients. 
Winnie L. Go
~ Portfolio Manager, Senior Wealth Advisor

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Go Financial is a personal trade name of Winnie L. Go.