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.
Among the biggest items of financial news this month, March 2023, has been the collapse of Silicon Valley Bank (SVB) followed by Signature Bank. This has C...
“Industry organizations are calling on the federal government to raise the age at which RRSPs must be converted to RRIFs and to reduce the annual RRIF mi...
Two years ago, when I last wrote about the table of returns across asset categories, I observed, “the consistently steady performance of the US stock mar...
“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.”