Understanding the Importance of Financial Planning

The REITE Club - Real Estate Investing for Canadians

28-02-2020 • 0 seconds

Meghan Chomut is the financial consultant for families that have (or want to have) an income property as a part of their investment portfolio. She is a mom, wife, friend, a CFP (Certified Financial Planner) and Investment Property Advisor. She helps families and income property owners get their personal + investment property finances organized and make smart investment decisions by designing custom plans and tax strategies. Guest: Meghan Chomut, Investment Property Advisor & Certified Financial PlannerMeghan Chomut is the financial consultant for families that have (or want to have) an income property as a part of their investment portfolio. She is a mom, wife, friend, a CFP (Certified Financial Planner) and Investment Property Advisor. She helps families and income property owners get their personal + investment property finances organized and make smart investment decisions by designing custom plans and tax strategies. For over a decade, Meghan has been working in the finance and investment industry helping people save for their big dreams (retirement, sending their kids to college, going on a beach vacation, etc). She also works with real estate investors to make their rental properties profitable and position their investments for maximum wealth building.You will learn about:– What a FEE ONLY Certified Financial Planner means– Should you incorporate or not?– Biggest mistakes investors make– How often should you meet a financial planner to reach your goals– Mortgage insurance– Using your RRSPs for investing– Tips to get organized for tax seasonGet in touch with Meghan:Website: https://www.meghanchomut.comInstagram: http://instagram.com/meghancfp