Financial planning is about well-being. People want to feel good. At first, it’s all about money and numbers. But ultimately, it’s about contentment.
Russell J. Sawatsky
Certified Financial Planner®
For 14 years I worked as a licensed representative at a self-directed brokerage company in London, Ontario. I founded Money Architect Financial Planning in response to an unaddressed need I identified among my Do-It-Yourself investor clients; they could all benefit from foundational guidance.
The Calm Before the Fear Permit me to introduce an investor whom we’ll call Michael. He is 41* years old, and a disciplined DIY investor who left his ful...
I have joined several Facebook groups that discuss personal finance. Among them there is a lot of discussion about investing through index ETFs. Som...
I came across a recent CTV News Consumer Alert article/video clip about taxes on the estate when the bulk of the deceased’s assets were held in a Registe...
“We were very satisfied with Russ’ comprehensive and easily-understood counsel. The verbal and written feedback about our finances is definitely helping shape our decisions going forward. We are looking forward to our annual review.”
- Brenda & Gary
“Maureen and I are great fans of Russ’s approach to financial planning. While the process of establishing the clients goals, assets and risk profiles are standard approaches, Russ stands out by being objective and not connected to fee based funds.”