Finding the shortest and safest route to any of your dreams requires planning and only with a carefully thought out financial plan can you be sure to make the most of your resources and to protect against risks along the way. At Worby Wealth Management, Chris will do his best to help you achieve those dreams with a financial plan that is tailored to your specific needs and based on your individual situation.
Let TRUSTED REGINA's FINANCIAL ADVISOR Chris Worby from Worby Wealth Management help you live your dream!
Here Chris Shares Trusted Regina Tip
RRSP deadline is March 1st, right?
Simple answer – yes. But should it be?
According to this article: there is evidence to support investing on October 28th. Some years it works out, some years it doesn’t. But if you average it out, it’s probably the best way to go.
I often have clients do the monthly purchase for convenience and for something called ‘Dollar Cost Averaging’ during which a regular purchase buys units at whatever the price happens to be that day – averaging it out over a period of time often means you’ll have paid less per unit than the average cost over that same period of time. But a lot of people also have lump sums they like to do just in time to get the tax break. If this is what you are doing, it can be argued that March 1st is not a great time to invest and maybe a little forethought could result in a greater rate of return.
Just because you have a deadline, doesn’t mean you should aim for it!
Call Chris Worby at (306) 757-4747 ext 226 or on his Cell: (306) 737-2909. Check out his listing on the Regina Directory in the REGINA FINANCIAL SERVICES category. Chris is a Trusted REGINA FINANCIAL EXPERT
Another one of those great businesses to join the Regina Directory of Excellence is Worby Wealth Management, the first TRUSTED REGINA FINANCIAL ADVISOR to be featured on the REGINA DIRECTORY. Let's tell you all about Chris Worby and why he deserves the Thumbs up!
Choosing Worby Wealth Management to help you plan and live your dreams means you have someone who sees the person behind the numbers. Chris Worby is the kind of financial guy who knows the math behind investing but who recognizes that understanding the people he deals with is the real key to being a successful financial planner. Chris believes that clients should have more than a 'Hi' and 'Thank You' and a bunch of copies of paperwork after meeting, rather that there should be a true consideration of their client's goals and how to achieve them...the paperwork is the formal part! Chris has been in the REGINA Financial Services industry since 2001..,..just in time for 9/11, accounting scandals like Worldcom and Enron, and the end of the dot com bust so you know you are working with someone who has seen the rise and fall of the financial markets. He came along this profession the old-fashioned way as both his Dad and Grandfather were in the business making him a 3rd generation financial planner.
As one of TRUSTED REGINA's FINANCIAL ADVISORS Chris also gives actual advice...meaning that he will listen and provide alternatives but he that he ultimately strives to give sound recommendations he can stand behind. Speaking of standing behind, he also doesn't bring just any financial product or manager in front of his clients, he takes the time to consider each one thoughtfully and determine if it's a solid option.
When we spoke with Chris' clients in the verification process, the feedback was impressive, click here to read what they had to say. The general consensus is proof that Chris does take the time to know his clients and that he cares as much as they do about their dreams. And really, you couldn't ask for more than that in a TRUSTED REGINA FINANCIAL PLANNER, could you?