Custom Comprehensive Written Financial Projection

Analyzing Your Investments, Insurance, and Lending Options

Today we are recognizing an environmentally focused Canadian CFP that has been a long-time supporter of The Green Directory.

Jaret Forman is a British Columbia based triple-licensed professional uniquely qualified in mortgage and lending productslife insurance policies, and is a certified financial planner.  This means he has the expertise to gain a unique overview of your finances from 3 different perspectives.  This allows Jaret to create a customized comprehensive financial projection because he understands how your cash flow, assets, and liabilities work together. With a few more questions, your custom written projection will come together. 

One of the topics that can always use a thorough examination is exactly what
fees are being charged on your investment holdings. Have all the fees for
your for investments been dissected and explained to you in a clear and direct
manner ?  Your rate of return could be crippled by a hidden fees, high
fees, or multiple fees for the same investment where alternatives are available.

Life Insurance Needs
Many people do not fully understand the life insurance products that are
available or their benefit plans at work. A review and explanation of your
current insurance coverage will let you know if you are under or over
insured.  Life insurance is also a great vehicle for intergenerational
wealth transfer and long term investment.

Lending Options
Are you looking to apply for a mortgage, reverse mortgage, or home equity line
of credit ? I can help you set realistic goals and explain what factors can
impact your borrowing ability.  

Comprehensive Financial Planning takes in to
consideration a household’s uniqueness and then analyzes what types of
investments, insurance products, and lending products are needed to help that
household accomplish their financial goals now and long term.

Jaret is happy to speak to anyone regarding investing, life insurance, and mortgages. He services the following areas: Abbotsford, Burnaby, Coquitlam, Delta, Ladner, Langley, New Westminster, Richmond, Surrey, Vancouver, and White Rock.

Contact Jaret at 604-816-5988 or visit him on Facebook: