Choquette & Company Accounting Group Inc.

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Established in 1986.
Evening/weekends
On-Site appointments.

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Financial Tip's
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Personal Financial Planning

"Is this only for the elite? Only for those who have substantial financial holdings?"

Typically, financial planning is viewed upon as a mysterious business. While the elite have their own personal financial planners, what about the other 90% of the population?

Your answer may be, "I already receive financial advice from my investment dealer, banker and friends". The problem is that this advice typically tends to be bias to a particular investment strategy or product. An investment or mutual fund dealer who represents a certain line of investments, will tend to steer your purchases to the same line of products. The is similar to a Ford Auto dealer who will certainly try and sell you a Ford instead of a Chevy!

Where can you turn for un-bias financial planning advice. The answer is Choquette & Company. Choquette & Company Accounting Group Incorporated provides full financial planning services. These services are integrated within our business and personal accounting and taxation services, which means that if you have your tax return or financial statements prepared by our firm, you can easily benefit from the valuable financial planning services.

Your next questions may be, "This is going to be expensive, Right?".

Actually, personal financial planning tends to be very affordable. We have yet to find a client that has not financially benefited from using our personal financially planning services, (and if this should ever happen - the fee's on us!).

What type of financial planning do we provide? Here is a partial list. Ask yourself if you have ever had questions regarding the following:

  • Educational Strategies - "Do we save for educational with RESP's , CESG - help?"

  • Tax planning scenario's - "How can I pay the least amount of taxes?"

  • Financial planning scenario's - "Paying down debt, purchasing assets - help!".

  • Retirement planning and scenario's - "When can I retire and what type of lifestyle?"

  • Insurance strategies and planning - "What is enough insurance and what types?"

  • Disability insurance strategies - "If I become disabled, is the insurance enough?"

  • RRSP planning - "Should I pay down the mortgage or buy RRSP's?"

Select the sample financial plans from the Quick Launch menu:
Quick Launch Menu ItemDescription
Exec Financial PlanBrief financial plan covering all related areas.
Quick Financial PlanQuick format of key financial planning areas..
Full Financial PlanIn-depth financial plan covering all areas.
Insurance PlanInsurance related financial plan.
Exec Retirement PlanBrief retirement plan.
Retirement PlanIn-depth retirement plan.

Contact Information

Telephone: 604.463.8202
Clicking on the above telephone number will allow connection via your Skype service.
Toll-Free: 1.800.667.9254
Facsimile: 604.463.8210
▪Toll-Free fx: 1.888.242.8210


E-Mail Link
▪10662-240A Street
Maple Ridge, BC Canada
V2W 2B1
Map & Directions
We are available to meet with our clients during the day, evening or weekend. This appointment can be at our location or yours.



Copyright 2004-2006 Choquette & Company Accounting Group Incorporated.  All rights reserved.
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Last updated: Tuesday, 23. October 2007 12:07:53 PM -0700

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