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.
Last week, in my 224th blog post, I introduced Gregory (Greg) and Olivia, a young married couple who had bought a house in the Greater Toronto Area (GTA). ...
The Current Situation A young married couple, Gregory and Olivia, live in the Greater Toronto Area (GTA). They bought a home two years ago for $1 million. ...
Meet Emma and Roy, a couple from Winnipeg eagerly counting down the days to their retirement, just five years away. Aware of the importance of careful fina...
“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.”