SNOWBIRD FINANCIAL PLANNING

Alan Munro CA, CFP. Senior Advisor

With over 7 years of Financial Planning experience, I am the CFO to over 200 families --planning wealth creation strategies so they may realize their future dreams and aspirations.

Prior to becoming a financial advisor, I worked for over 25 years in both computer and financial management for such companies as Honeywell, Lever Brothers, Shopsy's Foods, ISM Information Systems Management.

I am a Chartered Accountant (C.A.) and a Certified Financial Planner (CFP) and am insurance and securities licensed.

Mission

To build and maintain a successful financial planning franchise that empowers my clients to fulfill their dreams and aspirations.

General Information

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Sales Information

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My relationship with my client starts with the development of a comprehensive plan to achieve long term financial goals.

As part of this plan, we cover the investment, insurance, tax and estate planning aspects of each client's situation.

My investment philosophy is essentially conservative in nature.

Operating within each client's risk profile, an investment portfolio's strategically structured with the goal of achieving long term growth without taking undue risk.

As an independent advisor, I can select the best of all investment products available in the marketplace for my clients.

Tax planning and minimization is a key component of the financial plan for most clients.

I make myself available to all my clients at all times. My motto is "My time is yours". Telephone calls are returned in 24 hours.

I believe that my best client is one who is fully educated. As a result, I have a strong commitment to client communication through regular newsletters, seminars and guest speakers.

Any long term relationship is built on trust. Together as a team, we can strive for a happy and fulfilling retirement.

Alan R. Munro,
Financial Planner.

Contact Information

By Mail:

Alan R. Munro.

2145 Dunwin Drive
Suite 2
Mississauga, Ontario
L5L 1X2
CANADA

By Phone: (905) 607-7981

By Fax: (905) 607-1919

By Email: Click Here

Products Sold: Life Insurance, Investment, Mutual Funds

Keywords: Insurance, Estate Planning, Wealth Management, Toronto, Ontario,

Affiliations: Certified Financial Planner, Chartered Accountant

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