Todd Morin

WORK HISTORY

ABOUT TODD MORIN

As a marathon runner, Ironman triathlete, and coach — I understand the importance of setting goals, having a plan to reach those goals, as well as having a coach to support and guide you. I am a Financial Consultant with expertise in working with business professionals who are busy and struggle to find the time to do adequate goal and retirement planning. I have been helping business professionals for over 20 years and have helped over a hundred families successfully retire by developing tax and investment strategies and a sound financial plan. My practice focuses on helping families and individuals invest and prepare for the future, whether you are self-employed or an employee. Have you thought about the following: Do you have a retirement plan that answers all the ‘what if’ scenarios that could alter your retirement plan? Have you given thought to your- ‘Go Go money’ - First 5-10 years of retirement- ‘Slow Go money’ - next 5-10 years of retirement- ‘No Go money’ - remaining years of retirement? If you had to stop working today, will you or your business generate enough income to live on? These are some of the many challenges or questions that most people face when planning for retirement that I may be able to help you solve. The similarities between your fitness preparation and your financial planning are ubiquitous. Set your financial goal – buying a home, paying for an education, living well in retirement, or planning your estate – and I will provide you with a personalized plan to coach you to your financial finish line. If you need help with this, please reach out to me directly here on LinkedIn or email me at t••••••••@ig.ca. Book a 15-minute call here: https://rb.gy/9zczay Book a 15-minute virtual meeting (MS Teams) here: https://bit.ly/3ReNwm0