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604.859.9992

Networth Financial Corp.
Suite 208, 32450 Simon Ave.
Abbotsford BC V2T 4J2
Phone: 604.859.9992 Fax: 877.688.9994, Toll Free: 888.688.9992
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Strategic Planning Process

Financial strategies are both tactically short- and medium-term processes; while simultaneously taking the long-term strategic view for retirement; potential critical illness and long-term care protection; and estate planning.

The Process

It is a process that we engage in mutually as client and professional advisor, to aim for and achieve your life goals via professional management of your financial affairs. It is a well-rounded interactive process that takes into account all the elements of your entire financial situation. A professional strategy will analyze your situation to identify all the people and/or institutional monetary relationships that often have conflicting objectives.

Goals and Objectives

While implementing financial tactics we address various concepts, while looking at your over-all life needs: assessing your capital needs, investment plans,registered investments and tax reduction strategies,retirement planning, education planning where applicable, as well as any special needs such as planning to care for child dependents.

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Committed to providing solutions for your future needs.

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DISCLOSURES

Networth Financial Corp. is pleased to provide you with opportunities to invest in various Mutual Funds approved for BC, Alberta, Manitoba and Ontario investors.

Networth Financial Corp. is responsible only for business licensed under the Provincial Securities Act & Regulations. It does not supervise or review any other business. Our representatives conduct other business licensed under the Financial Institutions Act, which is the responsibility of another licensed entity, & not the responsibility of Networth Financial Corp.

This website addresses many areas which are essential when considering one's overall financial picture. The articles and information provided on this website are intended to raise issues and help you find solutions with appropriate professionals and should not be construed as advice for any specific situation or individual.

Always consult your representative and your tax or legal professional if applicable before taking personal action.


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