What is Financial Planning?

Personal finances play an important role in every area of our lives. That includes buying our first homes, saving enough for an enjoyable retirement, managing our money in retirement, devising estate plans and determining the best insurance policies for our households.

Partnering with a Certified Financial Planner® professional or Qualified Associate Financial Planner™ professional is an investment in your financial future.

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26 May, 2023

Navigating Retirement Part 1: Different Lifestyles

02 October, 2023

Talking Money with Your Partner

02 October, 2023

Do you Really Have a Financial Plan?

02 January, 2023

RRSP or TFSA—Which is Better at Tax Season?

02 October, 2023

7 Tips for Choosing the Right Financial Planner

02 October, 2023

5 Tips for Making the Most of Your Tax Refund

02 October, 2023

Why Do We Procrastinate Our Financial Plans

18 September, 2023

4 Tips for Achieving Financial Harmony as a Couple

19 June, 2023

5 Money Tips for New University and College Grads

What's next?

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