Guthro Financial Inc. operates as a holistic practice.
It is important that we receive all of a client's financial information so that they receive the best possible advice. Once we receive the client's information, we will review and analyze their current holdings, life insurance and living benefits coverage with their goals in mind.
We consider educating people about their financial affairs as part of our holistic process. Included in our recommendations will be, but not limited to:
Investment recommendations (including keeping or enhancing current holdings).
Insurance needs analysis (does the client have the right type and amount of coverage?).
Tax planning considerations (including TFSA accounts, RSP contributions) both individually and within a corporation.
We will also prepare a financial plan for the majority of our clients. In additon to the above noted areas, we will also provide an analysis and recommendations in regards to retirement planning (when, how much after tax requirements and will I have enough investments to retire), estate planning (wills, power of attorneys, planning for payment of tax, probate considerations and corporate tax free transfers) as well as cash management if required.
Our ProcessHow We Work
