To offer overall financial planning to successful entrepreneurs, business people, and seniors who have the economic means and desire to focus on their goals and appreciate the lifetime relationship we offer…
We provide a refreshing alternative to the product-focused approach taken by most financial services advisors. Instead, we focus on your specific needs offering a genuine long-term relationship to help you master your money.
We help you to design and create the financial map of your future.
This map represents your dreams and aspirations; each point of interest on the map represents a personal goal. It gives you the highest probability of achievement.
Then we will look for the "financial vehicles" to start the journey.
We find that most clients come to us having accumulated many different "financial vehicles", but few of them with any strategy or coherency.
We will take a look at the "financial vehicles" that you already have and see if they fit into the financial map we design together. If they fit we will keep them, but if they don’t we will try to improve or upgrade them.
You wouldn't usually start a long distance road trip with an outdated map, why should your finances be any different?
As part of our ongoing relationship, we will regularly review your progress.
Life changes; we want to ensure that we are on the right track every step of the way.
Why would you buy a "financial vehicle" before you design a financial map?
As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Desjardins Financial Security Investments Inc.
Qualifying and Life Member
A financial professional since 1996, Stephen Cox has over two decades of experience guiding retirees and pre-retirees toward their financial goals through the ups and downs of the economy. The hallmark of his services is his personalized, comprehensive approach.
"I emphasize personalized service," Steve says, "because everyone has different financial goals and is best served by strategies customized for his or her unique needs and core values. By offering comprehensive services, I can design strategies for all aspects of a client's financial life and weave the strategies into a coherent financial plan so all aspects work together efficiently." Steve also holds a license for life insurance and is registered for the sale of mutual funds in Ontario, Nova Scotia and Newfoundland.
In addition to the in-depth knowledge that comes from experience, Steve brings to clients extensive education, including a Bachelor of Commerce from Saint Mary’s University and the designation of Certified Financial Planner® (CFP®) professional. Earning that designation required advanced coursework that trained him to help clients with virtually all their financial needs, from financial and retirement planning to cash-flow and long-term care planning.
Due to his professionalism, Steve has earned membership in the Million Dollar Round Table, considered the standard of excellence in the financial services industry. An even greater tribute to him is his loyal, growing clientele.
Away from work, Steve serves the community through a number of charitable organizations. His leisure activities include spending time with his wife and son in the great outdoors.
The preceding CFP video was provided by the Financial Planning Standards Council (www.fpsc.ca).
CFP®, Certified Financial Planner® and the flame logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.
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My Actualis newsletter provides you with interesting information relevant to your financial situation. In it you will find a variety of articles summarizing current industry news and trends, in addition to useful tips to help you define your real needs and better understand the financial solutions available to you.