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Khare Czernik Group

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Andrew Czernik

November 02, 2022

Financial literacy
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A silhouette of a man watching a sunset over a lake.

Financial Planning Series - Introduction

 

One of my favourite things to do spring through fall is paddle in Algonquin Park. With October coming to a close, paddling season is done for me. However, the end of paddling season means the start of planning season and the chance to pull out the map and start looking at routes for next year.

Planning season is also in full swing here at the Khare Czernik Group. We offer a full suite of financial planning services, and over the next few weeks I'll be sharing some of the stories of the people we've helped. In the meantime, please feel free to reach out to discuss how to get started on your own plan (I'm also more than happy to talk canoe routes in Algonquin :)).

Related posts

Andrew Czernik, CIM, RIAC

March 23, 2023

Person with a laptop.

Wealth Management: Beyond Investments

Our wealth planning process is integrated into our client experience. As part of our initial discussion we will review your short and long-term financial planning needs, as well as engage in conversat...

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Andrew Czernik

November 02, 2022

Sunset over Booth Lake in Algonquin Park

Financial Planning Series - Downsizing and Retirement

Outline of a financial plan for clients who were transitioning from their working years to their retirement years. In their mid-60s, these clients were both recently retired and had downsized their ho...

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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