What Is the Highest Quality Financial Planning Advice?
PART # 1
PART # 2
*Please Note: For some reason the video cut-off, so we have included the second half of the video in Part #2.
How do you know you’re getting the highest quality financial planning advice?
I recently asked my social media followers and blog readers what financial topics you would like me to talk about, and we got an overwhelming number of responses – so thank you!
We got a few questions about what is the highest quality financial planning advice and about our services and why we do them the way we do.
The key thing is – we want you to have the life you want and to make you as wealthy as possible in the long-term.
In my latest video and podcast episode, you’ll learn the in-depth way we work with our clients, and how we structure our financial planning services.
Watch and listen to find out:
- Why is a written Financial Plan most effective for you?
- When should you get your Financial Plan?
- What are the fees we charge for a Financial Plan?
- How does the “interactive” Financial Plan process work?
- Benefits of fee-for-service financial planning.
- Difference between fee-only & fee-for-service.
- Why we only offer Financial Plans and Full Service.
- What is the Highest Quality Financial Planning Advice?
- 3 Key Principles for being unbiased when you’re looking after investments.
- How have our portfolio managers performed?
I hope you enjoy it!
Ed
Planning With Ed
Ed Rempel has helped thousands of Canadians become financially secure. He is a fee-for-service financial planner, tax accountant, expert in many tax & investment strategies, and a popular and passionate blogger.
Ed has a unique understanding of how to be successful financially based on extensive real-life experience, having written nearly 1,000 comprehensive personal financial plans.
The “Planning with Ed” experience is about your life, not just money. Your Financial Plan is the GPS for your life.
Get your plan! Become financially secure and free to live the life you want.
Hi Daren,
All the returns I mention for our portfolio managers are after all fees – including ours. We try to pay for ourselves entirely be recommending elite portfolio managers with above index returns over time after all fees, including ours.
The All Star Fund Manager portfolio manager is mostly in corporate class mutual funds right now, but may include ETFs or even private equity in the future. They are considering the top actively-managed ETF now. They are searching for the world’s best investors that we can access here and could invest with them in whatever form they use.
Our fees are on the amount you invest. We do expect to continue to pay for ourselves entirely with outperforming portfolio managers over time.
Ed
Hi Doug,
Thanks for pointing it out. I posted Part 2 with the rest of the video.
Ed
Hey Ed, enjoyed your video and found it very informative. Could you clarify if the returns shown for the All Star fund managers are net of manager fees? Also, is that for corporate class funds?
When you recommend clients take on leverage via margin or no-call investment loans, do you charge your fee on the gross invested assets or on the client’s net equity?
The Video cuts of before you cover all the subjects including how your portolio managers have perfomed…