Personal Financial Planning Services

Financial Planners in Toronto, ON

Our full-spectrum taxation, accounting and planning services help you manage your personal financial affairs intelligently, both today and for the future.

Personal financial planning is a similar process to business planning, but with a different focus. Roche is your partner in guiding you through a process which allows you to clearly see your current situation, as well as a range of possibilities for the future.

  • What is involved in personal financial planning?
  • How do we get started?

Personal Financial Planning Services in Toronto, ON by Roche Financial Group

Our Roche professionals will ask for information to review your full financial picture, including details about your:

  • Assets and Liabilities (cash, property, investments, debt)
  • Income (now and future)
  • Family structure (dependents, spouses, ex-spouses, parents)
  • Wills
  • Your goals and objectives (with associated challenges and risks)

All of these elements are considered within the context of where you see your life going – your personal wishes for your retirement, your beneficiaries, and your long term health care.

We also work closely with you and your lawyer to ensure your will and estate plans are structured in a way that supports your financial well-being and that of your beneficiaries.

The first step is to contact Roche Taxation & Accounting. We'll set up an exploratory meeting to initiate the process, understand your business and learn about you and your personal goals.

From there, we'll visit all the opportunities that are available to you, offer recommendations, and help you build a financial plan that is easy to understand and manage.

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