For instance,
women often leave the workforce for extended periods of time to take care of family
needs. During these periods, planning for their long term financial security is
often an afterthought. But the reality is that most women live longer than men,
therefore the need to save and invest wisely is even more important.
The
professionals at Antara Financial take the time to get to know their clients,
their individual circumstances and their long term financial aspirations and goals.
There is no sense of being rushed or forced. They also speak in a language you
will understand so that when you leave an appointment you will feel confortable
and confident that you have made the right decision.
The guiding force behind
the Antara Financial Group is the firm's founder and president Judith Cane.
With
18 years experience in the financial services industry, Judy has built a solid
reputation for putting her clients' financial needs first with an emphasis on
long term financial security.
"Building wealth is not about investing in
what's hot or trendy today. It's about sitting down with the client, discussing
and establishing long term goals, and then coming up with a strategy to achieve
those goals," says Judy, who has made educating women about the importance of
proper financial planning a personal mission.
Besides holding workshops
on her own, Judy often speaks to women's groups as an invited guest about the
risks and rewards of proper financial planning.
The first step to securing
your financial future is to create a customized Personal
Investment Plan. At Antara Financial Group they do this through proper financial
planning, reliable investment
counselling and insurance
services.
But that's only the first step. Once you have established
a plan, they implement it and then monitor it's performance on a regular basis.
Updates are provided in person twice yearly, during which both the plan and the
performance level are reviewed and adjustments are made if necessary.
"Thorough"
would be the single best word to describe their approach to managing their clients'
portfolios.
When she's not helping other women maximize their financial
potential, Judy is deeply involved in her community. Amnog the various causes
and organizations she has volunteered for are the Orléans-Cumberland Community
Resource Centre and the Ottawa Cancer Foundation. She is also past president of
the Orleans Chamber of Commerce.