YOUR CHOICE OF FINANCIAL PLANNER MATTERS.

Your financial planner has the potential to directly affect your financial well-being, today and in the future. Do you have questions about financial planning? Do you know how to find the right financial planner—someone you can really trust? What questions should you ask?

Here’s the Plan™ has articles that will answer these questions and many more, arming you with the knowledge and information to make informed choices when selecting a qualified financial planner.

The Certified Financial Planner® designation, long recognized as the standard for financial planning in Canada and around the world, provides assurance that the design of your financial future rests with an individual who has met the highest standards of knowledge, skills, abilities and ethics in the financial planning profession. Let us tell you why.

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Subscribe to our free bi-monthly newsletter, Here’s the Plan. Every issue includes our selection of actionable tips to help you prepare for life events and bring you closer to your life goals. Here's a sample.