{"id":515,"date":"2022-05-31T14:15:11","date_gmt":"2022-05-31T18:15:11","guid":{"rendered":"https:\/\/carteblanche.media\/prohealth\/?page_id=515"},"modified":"2022-05-31T14:15:11","modified_gmt":"2022-05-31T18:15:11","slug":"personal-services","status":"publish","type":"page","link":"https:\/\/carteblanche.media\/prohealth\/personal-services\/","title":{"rendered":"Personal Services"},"content":{"rendered":"\n\t<h1>\n\t\t\t\tFinancial Planning\n\t\t\t<\/h1>\n\t\t<p><\/p>\n\t<p>Our clients\u2019 personal financial planning; stability, viability, and longevity is our utmost priority. After all, wealth is going to be controlled by households that are focused on security, not prosperity, and we firmly believe that wealth comes not from what you earn, but from what you do with what you earn. <\/p>\n<p>The four keys to this are:<\/p>\n1) Spending less<br \/>\n2) Saving more<br \/>\n3) Investing wisely<br \/>\n4) Managing risk\n<h4>We are committed to teaching our clients how to achieve this quickly and thoroughly.<\/h4>\n<p>Aside from this, we also offer advice and services for a wide variety of financial concerns, such as personalized insurance to meet your specific needs, as well as end-of-life and dignity planning.<\/p>\n\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png\" alt=\"White-top-1920x200px\" itemprop=\"image\"\/>\n\t\t<h2>Our Mission Statement<\/h2>\n\t\t\t\nIn personal and private spheres, our mission is to help professionals starting their careers realize their goals of financial independence.\n<p>In order to start on the path of wealth accumulation, it\u2019s important to understand the pitfalls involved in navigating today\u2019s fast-paced, credit-based society. It\u2019s easy to fall into a financial hole if you don\u2019t know how to manage your money, which is why it\u2019s imperative to educate yourself on making the right financial decisions.<\/p>\n<p>We will help you do just that. As the \u201cPersonal Trainer&#8221; of your finances, we aim to have you make informed choices that will help you get your dream house, car, yearly vacation, security for your family, fund your favorite charity and\/or build the legacy you will leave behind.<\/p>\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/Our-Mission-Statement_1@2x.png\" alt=\"Financial Planners Montreal\" itemprop=\"image\" title=\"Our-Mission-Statement_1@2x\" onerror=\"this.style.display='none'\"  \/>\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/Our-Mission-Statement_tablet.jpg\" alt=\"Financial Advisors Montreal\" itemprop=\"image\" title=\"Our-Mission-Statement_tablet\" onerror=\"this.style.display='none'\"  \/>\n\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/Bg-Green2-1920x200px.png\" alt=\"Bg-Green2-1920x200px\" itemprop=\"image\"\/>\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/Our-Offense-Plan_tablet.jpg\" alt=\"Our-Offense-Plan_tablet\" itemprop=\"image\" title=\"Our-Offense-Plan_tablet\" onerror=\"this.style.display='none'\"  \/>\n\t\t<h2>Your <\/br>Offense Plan<\/h2>\n\t\t\t\n\t\t<h3><\/h3>\n\t\t\t<ul>\n<li>Goal oriented \u2013 aim to secure personal\/business objectives (financial freedom) <strong>Work because you love what you do, not because you have to do it.   <\/strong>  <\/li>\n<p><\/br><\/p>\n<li> Investment management<\/li>\n<p>\t      <\/br><\/p>\n<li>Financial planning <\/li>\n<p>\t      <\/br><\/p>\n<li> Private banking solutions<\/li>\n<p><\/br><\/p>\n<li>Estate planning<\/li>\n<p><\/br><\/p>\n<li> Charitable donation\/ Planned giving <\/li>\n<\/ul>\n\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-Green-1920x200px.png\" alt=\"White-Green-1920x200px\" itemprop=\"image\"\/>\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/Justin-03@2x.png\" alt=\"financial planning montreal\" itemprop=\"image\" title=\"Justin-03@2x\" onerror=\"this.style.display='none'\"  \/>\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/Justin-03-tablet.jpg\" alt=\"financial planning montreal\" itemprop=\"image\" title=\"Justin-03-tablet\" onerror=\"this.style.display='none'\"  \/>\n\t<h2>\u201cWe don\u2019t rise to the level of our expectations, we fall to the level of our training.\u201d<\/h2>\n<h3>Archilochus<\/h3>\n\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png\" alt=\"White-top-1920x200px\" itemprop=\"image\"\/>\n\t\t<h2>Your <\/br>Defense Plan<\/h2>\n\t\t\t\n\t<ul>\n<li>Debt &#038; Income replacement        <\/li>\n<p><\/br><\/p>\n<li>Wealth management <\/li>\n<p>\t      <\/br><\/p>\n<li>Legacy planning <\/li>\n<p><\/br><\/p>\n<li>Estate preservation\/protection<\/li>\n<p><\/br><\/p>\n<li> Wealth transfer <\/li>\n<p><\/br><\/p>\n<li> Replacing someone\u2019s economic value <\/li>\n<p><\/br><\/p>\n<li>Paying estate taxes (taxes at death)<\/li>\n<p><\/br><\/p>\n<li> Protecting businesses from financial loss \u2013 key man protection<\/li>\n<p><\/br><\/p>\n<li> Next generation wealth transfer<\/li>\n<p><\/br><\/p>\n<\/ul>\n\t<ul>\n<li> Dignity planning \u2013 Protecting quality of life<\/li>\n<p><\/br><\/p>\n<li> Income protection solutions<\/li>\n<p><\/br><\/p>\n<li> Savings protection plan <\/li>\n<p><\/br><\/p>\n<li>Home\/Auto insurance<\/li>\n<p><\/br><\/p>\n<li>Disability insurance<\/li>\n<p><\/br><\/p>\n<li>Critical illness protection<\/li>\n<p><\/br><\/p>\n<li> Travel insurance<\/li>\n<p><\/br><\/p>\n<li>Dental insurance<\/li>\n<p><\/br><\/p>\n<li>Pension plans<\/li>\n<\/ul>\n\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-Green-1920x200px.png\" alt=\"White-Green-1920x200px\" itemprop=\"image\"\/>\n<h3>\n\t\tRequest a Consultation \n\t<\/h3>\n\t<p>Contact one of our financial planners in Montreal.<\/p>\n\t\t\t<a href=\"https:\/\/carteblanche.media\/prohealth\/consultation\/\" target=\"_self\" role=\"button\" rel=\"noopener\">\n\t\t\t\t\t\t\tGet Started\n\t\t\t\t\t<\/a>\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/03\/Contact-Pro-Health-Financial-for-your-Economic-Needs-scaled.jpg\" alt=\"Contact-Pro-Health-Financial-for-your-Economic-Needs\" title=\"Contact-Pro-Health-Financial-for-your-Economic-Needs\" itemprop=\"image\"  \/>\n","protected":false},"excerpt":{"rendered":"<p>Financial Planning Our clients\u2019 personal financial planning; stability, viability, and longevity is our utmost priority. After all, wealth is going to be controlled by households that are focused on security, not prosperity, and we firmly believe that wealth comes not from what you earn, but from what you do with what you earn. The four&hellip;<\/p>\n","protected":false},"author":100,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-515","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Planning Montreal | Pro Health Financial - Montreal Investment &amp; Insurance Broker of Choice<\/title>\n<meta name=\"description\" content=\"As the \u201cPersonal Trainer&quot; of your financial planning, we aim to have you make the choices that will help you build your dreams.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/carteblanche.media\/prohealth\/personal-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Planning Montreal | Pro Health Financial - Montreal Investment &amp; Insurance Broker of Choice\" \/>\n<meta property=\"og:description\" content=\"As the \u201cPersonal Trainer&quot; of your financial planning, we aim to have you make the choices that will help you build your dreams.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/carteblanche.media\/prohealth\/personal-services\/\" \/>\n<meta property=\"og:site_name\" content=\"Pro Health Financial - Montreal Investment &amp; Insurance Broker of Choice\" \/>\n<meta property=\"og:image\" content=\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/carteblanche.media\/prohealth\/personal-services\/\",\"url\":\"https:\/\/carteblanche.media\/prohealth\/personal-services\/\",\"name\":\"Financial Planning Montreal | Pro Health Financial - Montreal Investment & Insurance Broker of Choice\",\"isPartOf\":{\"@id\":\"https:\/\/carteblanche.media\/prohealth\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/carteblanche.media\/prohealth\/personal-services\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/carteblanche.media\/prohealth\/personal-services\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png\",\"datePublished\":\"2022-05-31T18:15:11+00:00\",\"description\":\"As the \u201cPersonal Trainer\\\" of your financial planning, we aim to have you make the choices that will help you build your dreams.\",\"breadcrumb\":{\"@id\":\"https:\/\/carteblanche.media\/prohealth\/personal-services\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/carteblanche.media\/prohealth\/personal-services\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/carteblanche.media\/prohealth\/personal-services\/#primaryimage\",\"url\":\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png\",\"contentUrl\":\"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/carteblanche.media\/prohealth\/personal-services\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/carteblanche.media\/prohealth\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Personal Services\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/carteblanche.media\/prohealth\/#website\",\"url\":\"https:\/\/carteblanche.media\/prohealth\/\",\"name\":\"Pro Health Financial - Montreal Investment & Insurance Broker of Choice\",\"description\":\"Pro Health Financial\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/carteblanche.media\/prohealth\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Financial Planning Montreal | Pro Health Financial - Montreal Investment & Insurance Broker of Choice","description":"As the \u201cPersonal Trainer\" of your financial planning, we aim to have you make the choices that will help you build your dreams.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/carteblanche.media\/prohealth\/personal-services\/","og_locale":"en_US","og_type":"article","og_title":"Financial Planning Montreal | Pro Health Financial - Montreal Investment & Insurance Broker of Choice","og_description":"As the \u201cPersonal Trainer\" of your financial planning, we aim to have you make the choices that will help you build your dreams.","og_url":"https:\/\/carteblanche.media\/prohealth\/personal-services\/","og_site_name":"Pro Health Financial - Montreal Investment & Insurance Broker of Choice","og_image":[{"url":"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/carteblanche.media\/prohealth\/personal-services\/","url":"https:\/\/carteblanche.media\/prohealth\/personal-services\/","name":"Financial Planning Montreal | Pro Health Financial - Montreal Investment & Insurance Broker of Choice","isPartOf":{"@id":"https:\/\/carteblanche.media\/prohealth\/#website"},"primaryImageOfPage":{"@id":"https:\/\/carteblanche.media\/prohealth\/personal-services\/#primaryimage"},"image":{"@id":"https:\/\/carteblanche.media\/prohealth\/personal-services\/#primaryimage"},"thumbnailUrl":"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png","datePublished":"2022-05-31T18:15:11+00:00","description":"As the \u201cPersonal Trainer\" of your financial planning, we aim to have you make the choices that will help you build your dreams.","breadcrumb":{"@id":"https:\/\/carteblanche.media\/prohealth\/personal-services\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/carteblanche.media\/prohealth\/personal-services\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/carteblanche.media\/prohealth\/personal-services\/#primaryimage","url":"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png","contentUrl":"https:\/\/carteblanche.media\/prohealth\/wp-content\/uploads\/sites\/29\/2021\/01\/White-top-1920x200px.png"},{"@type":"BreadcrumbList","@id":"https:\/\/carteblanche.media\/prohealth\/personal-services\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/carteblanche.media\/prohealth\/"},{"@type":"ListItem","position":2,"name":"Personal Services"}]},{"@type":"WebSite","@id":"https:\/\/carteblanche.media\/prohealth\/#website","url":"https:\/\/carteblanche.media\/prohealth\/","name":"Pro Health Financial - Montreal Investment & Insurance Broker of Choice","description":"Pro Health Financial","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/carteblanche.media\/prohealth\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/carteblanche.media\/prohealth\/wp-json\/wp\/v2\/pages\/515","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carteblanche.media\/prohealth\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carteblanche.media\/prohealth\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carteblanche.media\/prohealth\/wp-json\/wp\/v2\/users\/100"}],"replies":[{"embeddable":true,"href":"https:\/\/carteblanche.media\/prohealth\/wp-json\/wp\/v2\/comments?post=515"}],"version-history":[{"count":5,"href":"https:\/\/carteblanche.media\/prohealth\/wp-json\/wp\/v2\/pages\/515\/revisions"}],"predecessor-version":[{"id":2136,"href":"https:\/\/carteblanche.media\/prohealth\/wp-json\/wp\/v2\/pages\/515\/revisions\/2136"}],"wp:attachment":[{"href":"https:\/\/carteblanche.media\/prohealth\/wp-json\/wp\/v2\/media?parent=515"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}