See what our client's have to say...

"Wayne has been our financial planner for many years now. His financial knowledge is superior and he always applies it with integrity and honesty. We find his professional approach very refreshing compared to other planners we dealt with in the past. Wayne invested my pension portfolio and has nearly doubled it over the last 10 years, not bad considering the state of the economy!

I have referred numerous friends and family to Wayne and would do so again in a heartbeat."

- Sheila.

Financial Planning

Financial Planning – A Full Circle, Comprehensive Approach.

There is no way around it – everyone needs financial advice. For many, creating and following a financial plan sounds like a chore. You may imagine tedious expense tracking, cutting out all impulse or fun purchases, or being forced to count every penny.

Fortunately, this doesn’t have to be the case.  We see financial planning as a process of setting objectives, assessing assets and resources, estimating future financial needs, and making plans to achieve monetary goals. Financial Planning can be as simple or complex as you make it, but if you follow it, you'll be on your way to Financial Success.

Keep in mind that creating a financial plan is a way to take charge of your financial future. This financial plan is fully customized to your unique financial needs and helps you reach your life goals. Financial planning really is for everyone because the more information and planning you can do earlier in your life, you will be better positioned to reach your personal and financial goals throughout your life. Even if you are starting late, planning will help you get your financial affairs in order and let you know where you stand.

Wayne Pollo, your Global Maxfin Investments representative, will work with you to create to enhance your wealth and security with a plan that takes into account your goals and needs as well as your risk tolerance. Whatever goal you are trying to reach or financial problem you are trying to solve - we can help.

Full Circle Financial Planning

Our Full Circle approach to financial planning aims to take a comprehensive view of your life-long financial needs and created a personalized financial plan comprised of the following: 
Full Circle Financial Planning

Investments & Saving: to make your wealth grow.
Cash Flow & Debt Management: to provide for assets and meet the periodic cash requirements.
Tax Planning: to save on taxes and increase your income.
Estate Planning: protect your wealth for your enjoyment and that of your beneficiaries.
Family Financial Planning: to give your loved ones a financially secure future.
Insurance Planning: to protect yourself, your family and your assets.
Retirement Planning: to work towards a peaceful and relaxing retirement, without financial worries.

Our Full Circle Financial Planning is based on the premise that every individual has certain basic financial needs that will be met at various stages through life (getting married, buying assets like homes, vehicles, or providing for your child's education and wedding and retiring). With the help of our Full Circle Financial Planning, you can prepare yourself to meet these financial goals as they occur. Our approach includes:

  • Identifying your current financial position
  • Listing and prioritizing your personal and financial goals
  • Creating a sound investment plan to achieve them
  • Monitoring the plan to facilitate corrective action

Why Choose Our Full Circle Approach Financial Planning?

We recognize you may have many dreams including: owning a new car; buying your dream house, providing your children with the best education; planning a grand wedding for your children; having a great time when you retire; or purchasing a vacation home. But in our present world of skyrocketing costs and increasing inflation, how many of these dreams can you hope to turn into reality? By planning well, you can utilize your limited resources to the fullest. Full Circle Financial Planning helps you see the big picture and invest for specific long-term and short-term goals.

How Will Full Circle Financial Planning Help Me?

Instead of investing in an ad-hoc manner, Full Circle Financial Planning helps you take a comprehensive, all-around view of your need and goals.

*Only mutual funds activities are supervised by the Global Maxfin Investments Inc