Retirement Planning
for the
Canadian Investor

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Your Financial Snapshot & Your Financial Position
In the beginning, you let us know where you are now and where you want to get to in the future.

Diagnostic Checklist
We follow a disciplined, professional approach to wealth management, and we are focused on you, our client's well-being, interests and financial success.

Portfolio Construction & Design
We are up-front and honest about what our clients can expect from us in the coming weeks, months and years. We compete with other advisors based on results, systems and process, not price or personality.

Priority Action Plan
We have spent considerable time to think seriously about how you, our client, can reach your goals. We have implemented business systems and processes that make it easy for you to achieve success.

Interactive Financial Check-ups
We will meet with you on a regular basis to review your progress and we are always available to our clients. We are different from every other advisor you might meet. We have a unique way of leading our clients to long-lasting financial success.

Life Management & Life-at-a-glance Reporting
We keep you informed with regular reporting. We can make the financial managment of your life easier and less of a concern to you. We have over 30 years of experience to prove that.

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Mutual confidence is the power that binds together all harmonious human relationships.

Mathisen Financial, Inc.
335 Redberry Road
Saskatoon, Saskatchewan S7K 4W5
Bus. (306) 242-7042 Fax. (306) 242-4314