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.
Taxes Reflect Choices We Canadians probably think of taxes as primarily about raising government revenue. But taxes also reveal what society chooses to tax...
Downsizing Sounds Simple… Let’s meet Ross, age 67, and Emily, age 65. They are both planning to retire at the end of this year. They live in a 4-bedroo...
Many investors dislike holding more than a minimal amount of cash. I understand the concern. Over long periods, cash usually earns less than stocks. Even a...
“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.”