What is Financial Planning?
The Financial Planning Standards Council of Canada states that Financial planning is more than a set of tactics. Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs.
Life Events
Prepare for the big (and little) things in life.Marriage
How Tying the Knot Affects Your Finances
With marriage comes great financial opportunities. A financial planner can help you and your spouse set a plan for the future, as a couple.
Parenthood
The Rewards of Parenthood Are Priceless (But Also Expensive)
A financial planner can help you build a bright future for your child—while keeping your other goals in sight.
Unexpected Income
Make the Most of Extra Money
Should you spend it…save it…share it? A financial planner can help you balance your priorities, set realistic goals and understand your options.
Empty Nest
The Kids are Grown. Now What?
With the kids out of the house, your time, energy and finances may have a new focus. A financial planner can help you set fresh goals and balance your new priorities.
Early Retirement
Ask the Big Questions
What’s important to you? What energizes you? Whether you’re thinking of retiring early or you don’t have a choice, a financial planner can help you fill in the blanks.
Turning 65 or 71
Things are Changing?
There are some important financial decisions to consider when turning 65 and 71—we can help remove the guesswork.
Live for Today and Plan for Tomorrow
Balanced Life Goals
Plan effectively so you can achieve your life goals.
Investment Planning
Stay on track by aligning your investments to your life goals.
Retirement Planning
Build a plan that accounts for your retirement lifestyle.
Estate Planning
Define your legacy and make your wishes clear.
Get Started
It’s never too early or too late to start planning your financial future.