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 Trouble The Overconfident Investor Andrew, 40 years old, single, and an always-in-demand skilled tradesman in the Greater Toronto Area, believes he has...
Balancing Taxes, Investments, and Borrowing As Edi and Roy approached their retirement, they faced a common financial planning challenge: how to fund a $20...
In the YouTube video A Day in the Life of a Financial Advisor – Funny or Truth, a woman sits down with a financial advisor, unknowingly burdened with mis...
“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.”