When it comes to financial planning, we all know many different avenues are available to take. Navigating which entity, whether personal or corporate is the right choice for you, can get complex.
In this five-part series, Stockhouse speaks with Wise Invest owner Payman Salari. Salari will cut through all the fog and guide investors on a clear path towards taking control of financial needs and portfolios.
Financial planning has a lot of grey areas. For some people, that tends to detour them from grasping control of their own finances. For business owners, they tend to lean heavily on accountants who are overloaded with an abundant amount of clients. This leaves many investing possibilities and resources often overlooked.
In the first video above, listen to Salari explain the difference between short- and long-term investments, define what financial planning is, and spell out why people need this when investing.
Be sure to check back at Stockhouse.com for further installments of the series as Salari explores the world of insurance and protection and why they matter.
To learn more about Wise Invest and connect with Salari, head to www.wiseinvest.ca.
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The material provided in this article is for information only and should not be treated as investment advice. For full disclaimer information, please click here.