According to recent studies conducted by Canada’s big banks,

more than


of Canadians do NOT have a financial plan.

What is even more astonishing is that many believe that a


constitutes a


What most seem not to know is that a full financial plan includes not only tracking spending and saving, but a strong defence against life’s risks, smart protection for your assets, a blueprint for retirement, a strategy to reduce taxes, and plan to efficiently transfer wealth to your loved ones or favourite charities.

The list goes on but suffice it to say that smart financial planning is a detailed and extensive process that examines all elements of wealth and risk.

If you would like to learn more, book a no-obligation meeting with one of our expert planners to find out how best to protect and grow your hard-earned wealth.

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Financial Plan