About Us
Financial Planning for your Future. -fee Based
"How To Make Smarter Choices through Intelligent Strategies"
. Minimize your tax burden
. Lower your fees by up to 70%
. Put more money into your pocket
. Insurance protection for you and your family
. Self directed with full service
The products and services we offer
Recommendations Received (9)
"Gold tree Get your Gold Tree
Financial Services for your Financial
Wellbeing."
"Excellent services and knowledgeable and professional! "
Products & Services
Financial Plan with a fee based ,Self Directed Portfolio with Full Service
Ina Pollack CFP, FinPlan
514-594-7670
Website: goldtreefinancial .ca
I am the only planned giving representative for Technion Institute of Technology .
Full interviews with the client(S) to establish goals for retirement, children’s education, funding loans, saving taxes, insurance needs etc.
Recommendations Given (23)
"I know Sandy for many years. She is a very responsible and honest person. She has been doing this..."
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"I know Sandy for many years. She is a very responsible and honest person. She has been doing this for many years and she’s very experienced at what she does."
"This is a very reputable firm."
Recent Activity
I have been using excel spread sheet for 20 years for both my personal and business expenses. I put everything on the credit cards. I enter all of it every month. I know exactly what I spend. This is very good for the year end as well for the company and my PST and GST tax calculations. Make it...
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I have been using excel spread sheet for 20 years for both my personal and business expenses. I put everything on the credit cards. I enter all of it every month. I know exactly what I spend. This is very good for the year end as well for the company and my PST and GST tax calculations. Make it a habit to do this.
Apply to a number of places until you get one toagree.
(more)
Apply to a number of places until you get one toagree.
Before signing the client, I gave too much free information. I have since changed how I do the initial interview.
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Before signing the client, I gave too much free information. I have since changed how I do the initial interview.
Many years ago, a couple came to me with many financial problems. They had nothing and were very much in debt. I was doing very well and did not need this type of business. I took them on, solved all their problems and reversed the situation so that they did retire 15 years later.They did not...
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Many years ago, a couple came to me with many financial problems. They had nothing and were very much in debt. I was doing very well and did not need this type of business. I took them on, solved all their problems and reversed the situation so that they did retire 15 years later.They did not stop thanking me and neither did their families who became my clients for many years.
Of all my years in business, this was my best success story. I watched them go through sickness and other serious problems and come out on the winning side. I did not make much money but I never forgot the joy of their successes and the pleasure when they were able to retire.
I am not in favour of offering discounts on fees to clients as I already give them a very fair price.I do a very good job for them so that they can refer me. I must keep asking as they don’t just do it voluntarily without a small push.
As for affiliates, this is another story. I am allowed to...
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I am not in favour of offering discounts on fees to clients as I already give them a very fair price.I do a very good job for them so that they can refer me. I must keep asking as they don’t just do it voluntarily without a small push.
As for affiliates, this is another story. I am allowed to give referral fees to certain people.
I have a very nice website and I write financial planning articles regularly on it.
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I have a very nice website and I write financial planning articles regularly on it.
Yes. My business runs on trust. I try and meet as many new prospects as I can in the course of my daily activities as well. As for social media, my webpage with my written articles regularly attracts attracts attention and helps me to brand myself.
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Yes. My business runs on trust. I try and meet as many new prospects as I can in the course of my daily activities as well. As for social media, my webpage with my written articles regularly attracts attracts attention and helps me to brand myself.
1 Reply
I do not ever have this problem. If a person is even a few days late, I call them to remind them politely. I ask them if maybe they forgot to send the payment. Sometimes, if this happens, the payment could be a bit late but I always receive it. Clients who do this often,do it deliberately. They...
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I do not ever have this problem. If a person is even a few days late, I call them to remind them politely. I ask them if maybe they forgot to send the payment. Sometimes, if this happens, the payment could be a bit late but I always receive it. Clients who do this often,do it deliberately. They are showing disrespect for you.
I am an independent financial planner and from years of experience, I can say that no matter what information that can be gotten from the internet, most individuals do not realize that they need problem solving as well as which stock or fund to buy. A planner, by interviewing the client and...
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I am an independent financial planner and from years of experience, I can say that no matter what information that can be gotten from the internet, most individuals do not realize that they need problem solving as well as which stock or fund to buy. A planner, by interviewing the client and trying to know his needs and lifestyle, can do a lot by organizing him, saving him tax and fees and most of all, coaching him not make impulsive moves in the markets. Slow and steady is the name of the game with goals and a good plan to get there.
Normally, if one has a wall balanced portfolio with mainly large solid stocks for the long term, they should be okay. Volatility is part and parcel of the markets and is caused by the daily ups and downs of world news and situations.
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Normally, if one has a wall balanced portfolio with mainly large solid stocks for the long term, they should be okay. Volatility is part and parcel of the markets and is caused by the daily ups and downs of world news and situations.
