Faith-Based Financial Planning for Families & Small Business Owners
FEE BASED PLANNING
Stressed out Couple
Dominic and Esther are in their mid-to-late 30s. He is a successful engineer and she is a well-paid marketing consultant with an I.T. company in Toronto. They have been married for 12 years and have three children, ages 10, 7, and 5. As a working couple with three young children, they barely have time to evaluate their finances. They have very ambitious goals but have never found the time to map out how they will attain them…
Single Working Mom
Glenda is a working mother of two boys in her early 40s. As Nurse Practitioner, she earned a healthy salary that she was quite proud of. A few years ago, she met with a financial advisor in an attempt to make sure that she was on track financially. The advisor she met with convinced her to take out an investment loan to get a tax write-off. Glenda’s investment portfolio wasn’t doing well and due to the state of the market…
Tony is a young professional who has worked his way up the corporate ladder over the last 11 years. He now earns a six-figure salary and for the first time in his life, he feels that he can really start planning for his future. Tony bought a condo in Richmond Hill a few years ago, and also has some small investments but “nothing substantial”. He would love to invest in more properties…
Medical Professional/Business Owner
Stanley is a busy Obstetrician/Gynecologist who, over the years, has accumulated sizable capital within his corporation. He is beginning to think about retirement and estimates that in another 15 years he would really like to slow things down. He would also like to move some money out of his corporation…
"Seun is an intelligent, articulate, resourceful Financial Advisor. Seun's ability to work from concept to final output is one of many unique and valuable talents."
"Seun is intellectual, knowledgeable and current when it comes to Financial matters. Above all, he is personable and loves what he does, helping clients meet their financial goals and lay a firm foundation for their families."
"I cannot recommend Seun enough for the work he did with me on my personal financial planning. Through his advice I have pretty much achieved a number of short-term and medium-term objectives I laid out with him almost 2 years ago. I extremely highly recommend him and would always do so."
"Seun was patient with me and never condescending when I had questions that may have seemed very simple to the financial expert but complicated to someone like me."
"As a Financial Advisor Seun goes above and beyond to make sure that his clients receive prudent, sound and timely financial advice based on strategic and values driven decisions."
"We were very impressed when Seun not only came to our home, but took an in-depth look into our financial assets and helped us come up with a plan for debt-repayment and investment opportunities. "
"I think the most important thing for me is having someone who cares beyond having clients on his Rolodex; this is what I get every time I speak with him. Thank you Seun for coming into my life at the time you did."
"The impact his work has had and keeps having on the way i manage not only my finances, but also my current and future plans as a young individual, is beyond exceptional. "
Want To Learn The Secrets to Protecting Your Investments in Volatile Markets?
The Dollar Savvy Podcast
My conversation with CPA Joel Nicoloff evolves as we dive into the principles of economics, how value is determined, minimum wage and why it rarely solves the problem it is intended to solve and other random thoughts. Enjoy.
There are 6 steps to the wealth transfer process. on this episode we cover the tools and techniques to successfully and effectively transfer your wealth.
How do you love your children equally but treat them uniquely? If you left an equal amount to your adult children right now do you think they would use it responsibly?
From The Blog
Caring for a Critically Ill Child
Caring for a critically ill child is the most dreaded and difficult scenario for any parent. The Government of Canada provides Employment Insurance (EI) benefits for this circumstance. As with all of these programs, certain conditions must be met, and documentation and proof is required. The basic benefit is 55% of insurable earnings, with a […]
4 Financial Steps to take to Prepare for a New Baby
Financial issues sometimes do not get enough attention, but this can be especially true in the case of preparing for a new baby. Preparing for a new baby is a fun, yet frantic time. There are a million things you need to think about and how your finances are going to change are one of […]
From The PRESS
Thinking of asking a billionaire for investing advice? Think again
Anyone looking for advice or a guidepost on investing would reasonably look to people who have hit on some big-time success. But billionaires aren’t always the best role models for regular people. […]
Video: Market Fundamentals Defeat a 'Carousel of Concerns'
Steve Chiavarone, portfolio manager at Federated Investors, and Bloomberg's Lananh Nguyen discuss the ability of markets to reach record highs in spite of multiple concerns. They speak on "Bloomberg Daybreak: Americas." […]
His application of these principles cover a broad range of fiscal attitudes that will challenge your view of money and why you make certain financial decisions. With each individually-tailored approach, Seun provides one on one support as clients learn to engage a biblical perspective in all aspects of their financial lives; from planning for retirement, to saving and investing along with charitable giving, to simple cash flow planning and managing debt.
The details of money management can be a headache at best and an extremely sore spot at worst. No matter where you weigh in on the scale, you don’t have to go it alone.
Studies have shown that people who work with a Financial Advisor are almost three times more likely to achieve their objectives and to have more assets than those who do not. It’s time to grab hold of YOUR financial future and become a true steward of your wealth by partnering with Seun Adeyemi today.
my faith in God, my wife and my two boys
Basketball, Raptors fanatic for almost two decades. We the North!
Suits. Need I say more?
Elevation Worship, music that transports you to the throne of God
curled up binge watching TV shows or reading a book
My dad, John Piper, Dave Ramsey (in that order)
Sky Diving, learn to play golf, travel to Paris with my wife.
Tough Times Never Last, Start with Why, Rich Dad, Poor Dad
Mcdonalds, lol I know, call me cheap. It was totally impromptu
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