TRUE STORIES
PEOPLE WHOM ROBIN BEHAR IS
INTRODUCING
TO JUDITH
FOR CONSULTATION
ROBIN BEHAR
I am financially comfortable but wish to guarantee my golden years with regular dependable income to cover every eventualities. I also wish to maximize my assets and indulge in philanthropic activities. I am risk-averse and don’t want to depend upon market ups and downs.
FURNITURE OWNER
My workout friend owns a furniture store and is nearing retirement age. He wants to maximize his money and live securely.
UNIVERSITY PROFESSOR
He and his wife have RRSPs in Canada Canada
RESEARCH SCIENTIST
His company is closing down their facilities. He is planning to take an early retirement. His wife suffers from Alzheimer’s. He has to make ends meet because caregiver costs are enormous.
PILOT INSTRUCTOR
Single world traveler, he feels that he will need to set up a complement to his company pension eventually. He also needs to organize his financial life. He happens to also have an MBA.
MY FRIEND’S MOTHER
In her early 80s, she needs to make sure she has steady income for the rest of her life and is covered for most eventualities. She wishes to leave part of her savings to her children.
SINGLE LADY IN HER 50s
Her Dad was a local entrepreneur. She wishes to get married to a man in the United States
RETIRED PROFESSOR
In his 90s, he’s still smart and sharp. He can’t afford to take risks. He wants his wife to be taken care of properly. He asked to meet with Judith for family financial guidance.
SUCCESSFUL REAL ESTATE DEVELOPER
In his late 20s, he puts all of his money in his business. Recognizing that putting all your eggs in one basket is very risky, especially in real estate, he wishes to build a separate nest egg upon which he can count during his lifetime. He needs someone who will look at his total financial picture.
AUTHOR & INTELLECT
In his 40s, he needs to stretch his money so he can pursue
his creative and intellectual projects.
STUDENT
International student cannot afford to take risks with stock market ups and downs. He also needs to maximize the returns on his money and organize his financial affairs.
SALESMAN
A salesman lost his job due to reasons beyond his control. Fortunately, he owns real estate and other assets. Unfortunately, his investments in the market were lacklustre during the past decade. He needed security, certainty and guidance. He met Judith…
IF YOU WOULD LIKE JUDITH TO HELP YOU,
PLEASE CONTACT ME.
ROBIN BEHAR, MBA
Financial Health Advisor
Personal Email
Phone
514-739-8157
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