Testimonials

  • Jake has assembled a first class team at Cornerstone Wealth Planning and we have worked with those team members to put together a clearly stated plan... John & Patricia (read more)
    Testimonials

    Our process of planning for retirement started in 1973 when we purchased our first RRSP. Over the years we have continued to contribute to RRSP’s, employing a number of approaches including Mutual Funds and Labour Sponsored Investment Funds. We accumulated savings that became significant, but it always seemed that there were some missing ingredients. As much as we read and tried to understand how much we needed to save in order to provide for a comfortable retirement, we were always uncertain. As a result of this uncertainty, we usually found ourselves near the end of “RRSP Season” scrambling to determine how much we were going to contribute for that year and what investment vehicle we would use. There was a lot of tension whenever we dealt with these issues. We worked with a number of investment consultants but it always seemed that they gave advice which more suited their income needs rather than our need for security and savings growth. As a result we often felt that we were not in control of our portfolio.

    When we first met Jake Hare a decade ago we were at a stage of being very dissatisfied with the whole world of financial planning. We lacked a clear vision for our financial future and we were getting closer to the critical final stage of preparing for retirement. Jake took a holistic approach with us which included a review of our family status and the needs of supporting our children, our income, our insurance needs and the concept of “estate planning” rather than simply “retirement planning”. It is so obvious once it is done, but we quickly learned the value of a consolidated documented financial plan which clearly indicates all the financial factors in our lives. It has allowed us to state in clear terms what our objectives are for the remainder of our lives and to provide clear guidance for the distribution of our assets after we are gone. Jake has assembled a first class team at Cornerstone Wealth Planning and we have worked with those team members to put together a clearly stated plan, a routine for annual contributions for our savings, and a comprehensive preparation for the retirement phase which we are about to enter. Gord Marshall has helped us “write the book” of our financial lives by guiding us with our financial plan document. Heidi Blondin has helped us develop a “scheduled approach” to our savings contributions. And now Sandra Clark is helping us through a transition in our life insurance portfolio. And throughout each step Jake takes time whenever we meet to discuss our current financial situation in the context of the bigger market picture, always with direct applicability to our situation.

    We are very comfortable in knowing that we have planned well for the coming stages of our lives and this comfort is in no small way thanks to the support of the team at Cornerstone Wealth Planning.

    John and Patricia - Kingston, Ontario

Sandra Clark CHS
Certified Health Insurance Specialist

(613) 887-2621

sclark@cornerstonewealth.ca

Send a Referal Email

Fill out the form below, and an email will be sent to the recipient with a referal message.

Enter your name here
Enter the recipients name here
Enter the recipients email here
Edit this message if you want to customize it

Sandra joined the Cornerstone team in August 2011 and brings with her more than 20 years of insurance related experience. She holds her Life License Level II certification and completed her Certified Health Insurance Specialist designation in 2011. Her wealth of life and health insurance expertise allow her to assist Jason’s clients with all their insurance needs.

Sandra and her two daughters, Ashley and Lacey, seem to always be busy with sporting activities but whenever the can, enjoy camping or just relaxing with family and friends.