Financial Planning

Financial PlanningA financial plan can be as simple or as complex as you want it to be. It can include all aspects of your finances or address one specific goal. Working with an experienced planner will help define your financial goals and chart a clear path you can follow to achieve them.

Here’s just a few of the things we can help with:

  • Setting up a budget or savings plan.
  • Investment planning to help you choose the right mix of investments.
  • Education planning for you or your children.
  • Retirement planning to ensure you can give up work without giving up your lifestyle.
  • Risk management.
  • Succession planning for your business or farm.
  • Working through an inheritance or severance package.

Call our Contact Centre at 1.866.863.6237 for more on how to get started on your financial plan. Our Certified Financial Planners® can help pinpoint your needs and help you bring that plan to life.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.