Financial Planning

Percy Pierre

Percy Pierre is a Financial Security Advisor with Freedom 55 Financial.

Mr. Pierre implements solutions to individuals’ and couples’ personal and business financial concerns and, using a holistic planning process covering Wealth Accumulation and Distribution and Risk Management, develop strategies to help them achieve their goals and dreams.

 

I have 17 years experience in the Financial Services Industry – Domestic & International Banking and Financial Consulting and 12 years CEO of a Marketing & Distribution company in Ontario.

I provide my services to a broad spectrum of clients from early twenties to nineties, in the areas of General Financial Planning - however my ideal clients are:

  • Independent Business Owners & Executives
  • Professionals (Doctors, Lawyers, etc.)
  • Individuals and couples in need of Retirement Lifestyle and Tax Planning
  • Individuals and couples in need of Estate Planning (Baby Boomers)

Percy Pierre - Freedom 55 Financial
5575 North Service Road, Suite 500, Burlington, ON   L7L 6M1
Toll Free: 800.344.6235   Telephone: 905.332.3400   Fax: 905.332.3999 

www.PercyPierre.com

 

Click here to Submit a Contact Request for Percy Pierre

Your Financial Security Newsletter

Issue 4 - 2008

How do tax-free savings accounts fit with life insurance?

When used properly, the new federal tax-free savings account (TFSA) can allow you to grow and later access your savings tax-free, within the limits set out by the Canada Revenue Agency. This flexibility will surely change the way Canadians invest and save their money. But how does the TFSA fit into your overall financial security plan? ... more

Critical illness insurance for children.

Although no one wants to consider anything happening to their children,
planning today for the unexpected may help reduce considerable financial
hardship tomorrow.

Imagine your child became critically ill. It could be, for example, a life-threatening cancer, Type 1 Diabetes, loss of speech, deafness or perhaps bacterial meningitis. ... more

Planning for a tax-efficient retirement income.

As you approach or enter retirement, your focus may shift from wealth accumulation to a focus on income. Along with this shift, many refocus on protecting their capital from undue taxes to ensure it lasts as long as possible. You worked hard to earn and save your money and now you want to ensure that you’ll have enough to live the retirement lifestyle you have planned. ... more

 

Newsletter Archive

Issue 1 - 2008 Issue 2 - 2008 Issue 3 - 2008

Dreams. They’re the heart and soul of every financial security plan.

What’s your dream?

Leaving a legacy for your family?

Protecting the income that provides for your family’s future is a key aspect of your financial security plan.

Your family is your biggest asset and we have several ways to help you protect the income that provides for your family. 

Financing your child’s education?

We’ll help you build a solid financial security plan to meet the ever-increasing costs of education.

A child's future depends on a good education and a solid financial plan – a plan that not only helps meet the ever-increasing costs of post-secondary education, but one that also fits your lifestyle and goals for the future.

There are several ways to plan for your child's education such as RESPs. Through Quadrus Investment Services Ltd. you have the option of choosing an individual or family plan through third-party, brand-name mutual funds to meet your needs. 

Owning a home?

Purchasing a home may well be the biggest investment. Make sure it’s the right investment.

Helping you make the right mortgage choices

Purchasing a home may well be the biggest investment you ever make – we'll help you make sure it's the right investment. Our Freedom 55 Financial security advisors can help connect you with mortgage planning specialists who have the knowledge and experience to help you find a mortgage that meets your needs and fits your financial plan.

You've found the right home ...
now find the right mortgage life insurance protection

Whether you're buying a home or renewing your existing mortgage, there's something you need to consider. What happens to your dreams if you should die? Would your family be able to stay in their home?

Most lending institutions offer mortgage life insurance as part of their mortgage packaging. But look carefully before you sign on the dotted line. You could find yourself locked into insurance that does more to protect your lender than you.

Protect your home. Not your lender.

At Freedom 55 Financial, we don't insure your mortgage. We insure you. After all, you're the one making those mortgage payments. Through a personal life insurance policy, you can plan to meet more of your family's needs in the event of death - including continuing to live in that dream home. And our life insurance products can be customized to meet all your financial security planning goals.

Retiring comfortably?

A sound financial security plan today will give you freedom and choice in your future.  

Whether it's a cottage overlooking a pristine lake, a warm, sandy beach or the untouched, white powder on the side of a mountain - for most of us it's going to take some serious financial security planning to reach our retirement goals. We can help you put a plan in place today that will put freedom and choice in your future.

Through Quadrus Group of Funds we offer an exclusive family of 39 mutual funds. London Life also has over 72 segregated funds to choose from. These options give you the flexibility to create an investment plan for the future based on your needs and lifestyle today.

Building a successful business?

Consider the various types of coverage to help protect your business and your employees.  

If you own a business, you'll want to consider the various types of coverage we have to offer for your business and your employees. Your Freedom 55 Financial security advisor can help you with:

  • Ways to protect you and your business
  • Comprehensive group coverage
  • Flexible group retirement plans

Achieving your philanthropic goals?

We can help you make charitable giving a part of your overall financial security plan.

If you donate now to some favourite charities, you probably consider how your contributions will be directed and how they’ll be remembered. No doubt you want to make a difference.

Just like saving for a home, your child’s education or for your retirement, you need a plan to help you reach your philanthropic goals.

 

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