Planning Pays!

Organizing your finances can be described as "maximizing all of your available resources to achieve your goals in the shortest possible time."

Here's a process we think might work for you:

1. Clarify your present situation by collecting and assessing all relevant financial data; assets and liabilities, tax returns, records of securities transactions, insurance policies, wills and pension plans.

2. Identify financial and personal goals and objectives, and also clarify your financial and personal values and attitudes.

3. Identify financial problems that can create barriers to your financial independence.

4. Consider all recommendations and alternative solutions.

5. Implement the right strategy to ensure that you reach your goals and objectives.

6. Review and revise your plan to ensure that you achieve your goals.

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where Ron O'Grady is not qualified to effect sales.

Berkshire Investment Group Inc. is registered as a Mutual Fund Dealer with the Provincial Securities Commissions and as such our Associates are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada (“MFDA”), Berkshire Investment Group Inc. is obligated to disclose to you that you may be dealing with companies other than Berkshire Investment Group Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Berkshire Investment Group Inc.:

* Deposit Instruments: GICs, Canada Savings Bonds;
* Fee for Service Financial Planning;
* Estate Planning;
* Tax Planning or Income Tax Preparation;
* Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

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