Terry Hofkirchner, B.Sc., CPA, CA
I graduated from the University of Waterloo in 1980 with a Bachelor of Science degree in Honours Kinesiology. After articling with Price Waterhouse in Toronto I obtained my Chartered Accountant designation in 1986. After several years of working with small business and personal tax matters, I successfully qualified to offer mutual funds in 1995.
I feel it is important for each of us to recognize and pursue those goals that spiritually fulfill and make our lives worthwhile. As individuals, we internalize different priorities to the many facets of living….. owning your home, starting a family, travel, cottage, boat, retirement, education, family legacy, charity.
The need for financial resources is the common component to each of these pursuits and as with most of us financial resources are finite. Therefore the realization of these goals is often compromised by a limit of the financial resources available.
My goal is to assist you in recognizing and prioritizing your goals and implementing a financial strategy to realize them. Once the strategy is implemented, our focus will change to the ongoing monitoring of not only the investments selected but also the reevaluation of goals and their priorities.
