I am confident I’m making the best decisions for me and my future. I am investing in tomorrow without compromising today.

Planning and Advice are the Road Map to Well-being

Everyone can benefit from taking stock of where they are at, defining where they’d like to be, and creating a plan to get there. It’s also important to check in regularly to assess progress and make adjustments along the way.

Why is it Important?

It’s no surprise - people are stressed about money.

  • 41% of Canadians rank ‘money’ as their greatest stress.
  • 51% report that they are ‘Always / Sometimes’ embarrassed about lacking control over their current financial situation.
  • 48% of Canadians say they’ve lost sleep because of financial worries.

Planning and Advice make a Meaningful Difference

With the right planning and advice from a source you trust, you will enjoy higher levels of financial and emotional well-being compared to those who do no planning or only limited planning. You’ll feel:

  • more on track with your financial goals and retirement plans;
  • an improved ability to save;
  • more confident you can deal with financial challenges; and
  • better able to indulge in your discretionary spending goals.

How financially fit are you?

Here are some statements to see how financially fit you are (check all that apply):

  • I am in control of my finances.
  • I am prepared for a financial emergency.
  • I have extra income to enjoy my life.
  • I anticipate changing my career in the next one to five years.
  • I anticipate upsizing my home in the next one to five years.
  • I anticipate getting married or divorced in the next year.
  • I anticipate starting or growing my family in the next year.
  • My loved ones will be looked after when I’m gone.
  • I am responsible for the care and support of dependent elderly family members.
  • I am responsible for the care and support of adult children.
  • I am a business owner.
  • I am retired or plan to retire in the next one to five years.
  • I will be able to retire in the lifestyle I want.
  • I only pay taxes that are absolutely necessary.
  • There will be enough money for my children’s post-secondary education.
  • I will be mortgage free by retirement.
  • My life goals and aspirations are achievable.
  • Financially, I have peace of mind.

If you’re not exactly where you’d like to be, we’re here to help. Meet our team of trusted, local experts. Or give us a call at 306.842.6641. Your call is always answered by a real, live person.