Risk tolerance refers to an investor’s ability to withstand losses. Someone planning for retirement in the near future has a much lower risk tolerance than someone saving for their newborn’s college education. Dan Willett can help you determine your risk tolerance. 705-645-7850
Dan Willett doesn’t have a crystal ball, but he does have a passion for education. Dan’s up-to-date knowledge means that he is always on top of any changes that may impact you or your family. Give Dan a call today and get on track for a clearer future. 705-645-7850.
No one knows just where they will be in 5 years. A career change, a new baby, early retirement, an accident, even a lottery win … a lot can change! No matter what life throws at you, Dan Willett can help. Having a solid financial plan can help you handle anything, good or bad.
You wouldn’t, and shouldn’t, trust just anyone with your finances. This guide from the Government of Canada will help you choose a financial advisor or planner who has your best interests in mind: https://zurl.co/R6E0A
Choosing a financial advisor can be difficult. Who can you trust with some of life’s most important decisions? Dan Willett has been helping families for over 12 years, is actively involved in his community and has a passion for ongoing education. Trust Dan Willett Financial.
