Financial Plan

Couple sitting on a bench reading

Why have a financial plan? According to the Financial Planning Standards Council, “Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do no planning or limited planning.”

Creating a financial plan will help you see the big picture, enabling you to set goals both short and long-term. Having a financial plan makes it easier to make saving and spending decisions, keeping you on track through life’s journey.