Many people will offer you advice on which investments to buy. But there’s more to your financial life than your RRSP.
Estate taxes, income taxes and education funds for your children are just some of the other complex aspects of your total financial picture.
Personal financial planning focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life.
A well-designed financial plan will help you reach your personal financial goals and objectives, and give you a greater sense of security.
Many people call themselves a “Financial Planner”, but a true Financial Planner uses the Complete Financial Needs Analysis Process, which is made up of six distinct steps.
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
How do you know if you need a Financial Planner?
People hire financial advisors for many reasons. These questions may help you decide if you need professional financial advice.
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