Down to Earth Financial Management


	Lise Allin

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How Can Lise Allin be Useful to Me? Lise Allin has helped many of her clients with the following:

Get organized and understand their investments Obtain a reasonable rate of return while preserving and building wealth Review and understand their insurance needs, and put the appropriate amount and type in place:   -life insurance
  -disability insurance
  -critical illness insurance
  -mortgage term insurance

Set up and build RRSP's and open investments Save money on income taxes Set up a business Work through the financial aspect of a separation and divorce amicably and with respect Properly set up a retired person's estate planning Create an insurance and/or investment portfolio for a child or grandchild Significantly reduce debt and build cash buffers while funding projects that they wanted and needed
These processes take time and effort. Each financial plan is tailored to individual clients' needs.

How Do I Get Lise Allin to Work with Me? Call Lise Allin's office at 1-(613) 968-6751 ext. 0; or toll free at 1-800-555-5898 ext. 0 and ask for an appointment.

Lise will see clients in Ontario, from Ottawa, to Kingston, Belleville, Toronto, Niagara on the Lake, and Georgian Bay, and in British Columbia, the Victoria and Vancouver area.

Please bring as many of the following with you as possible.

Your SIN number, birth date and photo ID. A list of your assets and liabilities. Your Will and Powers of Attorney (if available). An idea of your main goals or priorities. Your life insurance and disability benefits (if available). You're last year's income tax or notice of assessment (if available).
Each meeting takes between 45 minutes and an hour to complete. About 90% of the clients who have a full financial plan prepared become clients within a year. Of them, about half of them have Lise Allin look after all their investments and insurance and about half of them have her look after a part of what they have.

Lise Allin obtains new clients largely through referrals, seminars and her newsletter. To obtain a free copy of her newsletter, please call the office or email her at lallin@pipfs.com

Click here to request your complimentary financial plan...