Jean-François - JF Droz, Investment Advisor at RBC Dominion Securities

Jean-François - JF Droz, Investment Advisor at RBC Dominion Securities I help people achieve financial well-being; gain comfort & clarity around money so they can achieve What is your relationship with MONEY? Status. Prestige. Power.

Envy. Greed. Security. Anxiety. Conflicts. Despite having earned a decent living, amassed assets, and built wealth, many people still feel like they are falling behind or missing out. Why? We are living in unprecedented and uncertain times. With consumerism, information overload, turbulent financial markets, and an uncertain economy, it can be difficult to feel confident about building and maintai

ning wealth and achieving financial independence. As a seasoned wealth coach, I am driven to help clients implement a plan to prevent that "falling behind" feeling and improve their financial health. Whether it's reducing financial frustrations or money stress, or strategies to achieve long-term goals - I get people on a path to better financial well-being. I do this by helping my clients understand their relationship with money and examine their current and future financial picture. Through personalized goal setting, planning, investing, education, and ongoing support, I help my clients focus on what matters to them, resulting in increased confidence and feeling financially secure now and in the future.

09/20/2021

Over the summer I had many conversations with clients and friends about how the pandemic has changed their approach to preparing and planning for the future. I've heard much greater emphasis on open and candid discussions within families about wills, estate planning, trusts, and power of attorneys. These topics that were previously avoided have become prioritized.

This article highlights the importance of having open discussions with family members and trusted people around organizing and protecting your financial affairs, as well as those of your loved ones.

Planning for your future involves talking about protecting what‘s important to you and your loved ones. When structured ...
06/30/2021

Planning for your future involves talking about protecting what‘s important to you and your loved ones. When structured properly and designed for your specific needs, life insurance can be a great tool to preserve cash flow, estate value, savings and business continuity.

Here's a short article explaining the difference between term and whole life insurance and a few questions to ask yourself before buying a policy.

moneysense.ca

Are your digital assets part of your estate plan? If not, consider it.
03/06/2021

Are your digital assets part of your estate plan? If not, consider it.

The Wealthy Barber on planning for your digital assets after you’re gone.

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Toronto, ON
M4E1E5

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