* HELPING YOU INCREASE YOUR INCOME *

Helping people increase their income and have an Island lifestyle they can afford using the Island Lifestyle program.

Are you looking to increase your  income and have an Island Lifestyle? The Island Lifestyle Program may be your answer to Life After Wealth™ 

Grant W. Hicks CIM, FCSI

Grant has been in the investment business since 1989. As a manager, Grant built up a financial planning firm on Vancouver Island named AAI Financial Group from twenty advisors to over sixty advisors in three years. He then went back to managing clients focusing on Retirement Planning. He won the best ideas contest in 2001 for Canadian financial advisors for his innovative client ideas and was featured across Canada at the Advisors Forums and in Advisors Edge, Canada's magazine for financial professionals. His ideas have also appeared on Advisor.ca, a Canadian advisors website. Grant speaks to audiences of financial advisors, mutual fund wholesalers and insurance professionals on a regular basis. He holds the Canadian Investment Manager, (CIM) portfolio management designation from the Canadian Securities Institute and is a Fellow of the Canadian Securities Institute, the highest mark of professionalism in the Canadian Securities Industry (FCSI). Grant is a long-standing member of the Canadian Association of Financial Planners (CAFP)and The Canadian Association of Insurance and Financial Advisors (CAIFA, now called Advocis) and the Federation of Independent Deposit Brokers (FCIDB). He is a shareholder of Partners In Planning Financial Services, Canada’s largest independent Financial advisory firm. He owns Hicks Financial, a fixed income management company. Grant writes a weekly column on financial topics in his hometown newspaper in Parksville, British Columbia. He is married with two children. Grant played professional hockey in Europe, before starting a career in the financial services industry in 1989.

Are you looking to increase your income and have an Island Lifestyle? The Island Lifestyle Program may be your answer to Life After Wealth™

ISLAND LIFESTYLE PROGRAM VISION AND MISSION

Our vision: "To help you increase your income and afford a Life After Wealth™ Island lifestyle.

Our Mission: "To be THE best Income Planners on Vancouver Island"

A majority of our clients are nearing retirement or are retired.  We work with individuals who are looking to increase their income and have an island Lifestyle by discovering “Life After Wealth™”.

TOP 5 REASONS WHY PEOPLE MOVED TO GRANT HICKS LAST YEAR.

1. You're an individual with personal investing goals.Grant Hicks started nearly 14 years ago because he felt individual investors weren't getting what they deserved from Bay Street. Unlike many traditional full-service brokerage firms that are driven by investment banking interests, Grant is committed to helping individuals like you achieve your goals. The Island Lifestyle Program is a way for you to achieve more income and afford the island lifestyle you deserve.
   
2. You deserve advice you can trust. Grant and his associates at Partners In Planning aren't paid to push proprietary products, so you can feel comfortable that they have your best interest in mind. The Island Lifestyle Program is tailored to your lifestyle. We work with advice professionals to develop your plan, either your professionals our refer you to people we know and trust.
   
3. You need information, not hype. Grant is committed to providing objective information and recommendations tailored to your portfolio. In addition, we access National Bank Financial special services department for securities analysis and research as well as our Investment advice network to help you validate opinions about particular investments.
   
4. Advice and planning are helpful. Sales pressure is not.Grant will talk to you about what's important about money to you and what you want out of life, not about what we want to sell you. We'll provide you with a well-thought-out strategy that can help you stay diversified and feel comfortable about the future.
   
5. It's easier to move your money than you might think. In most cases, you don't have to sell your holdings—or even go through your former broker—to transfer your assets to Grant. Simply complete a Transfer of Account form, and we'll take care of the rest.

Benefits For you: 

Planning with . . . . .
Grant Hicks

The Development of a Comprehensive ISLAND LIFESTYLE Program. This is the start of our relationship with you, to achieve your long-term financial goals. As part of this plan, we cover the investment, insurance, tax and estate planning aspects of each client's situation.

Monthly E-Mail of the Island Lifestyle Program.I believe that my best client is one who is fully informed.

Access to Client Seminars
Another very good way of keeping my clients informed.

Access to our Investment Library
If you have a subject you are wondering about, ask me and I probably have a book that will answer your questions.

Access to Accounts On-Line
The easiest, quickest way for you to obtain up-to-date information on your investments.

Quarterly Personal Newsletters and Statements
One of the ways in which we can monitor the progress of your ISLAND LIFESTYLE PROGRAM and see if we are indeed "on target".

Personalized written annual review folder
Personal, face to face interview where you can ask all those questions that are in your mind, as well as make any changes necessary to ensure that your financial goals are accomplished.

Referrals to top accountants, lawyers, and real estate and mortgage experts As your financial advisor, I co-ordinate the activities of YOUR existing professional advisors such as tax accountants and estate lawyers. If required, I also tap into my network of professional advisors.

Are you looking to increase your income and have an Island Lifestyle? The Island Lifestyle Program may be your answer to Life After Wealth™

Call us today to see how we can increase your Income and afford an Island Lifestyle.

Call now at 1-866-752-0488