Financial Planning

Financial planning is more than budgeting, saving or having the perfect investment strategy.

Financial planning is a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management of your financial affairs. Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do limited planning or no planning at all. People with comprehensive plans say they feel more on track with their financial goals, retirement plans, and ability to save. They are also more confident that they can deal with financial challenges in life and are able to induldge in their discretionary spending goals.

Financial planning is a broad, comprehensive process and takes into account all aspects of your finances, balancing what you need and want today with the personal goals you have for the future.

Study reveals that Canadians with financial plans feel they are saving more, living well, and experiencing higher levels of overall contentment in their lives. Learn moreā€¦