Life is full of big transitions

Your financial advisor can be a trusted friend, sharing life’s transitions with you.

Are you:

  • getting married
  • getting remarried
  • expecting a child
  • going to school
  • starting a new job
  • mourning a death
  • starting a business
  • coming into money
  • or going through some other life transition?

There is always a financial component alongside the emotional one.

A financial advisor can help you with:

  • Judging whether to have a joint account
  • Establishing a realistic budget
  • Saving and improving your savings habits
  • Selecting the right insurance product for yourself and your family
  • Benefiting from TFSA’s, RRSP’s, and RESP’s, as well as other accounts
  • Paying down student loans
  • Deciding when to pay down debt, invest or make a down payment on a property
  • Managing an estate after the loss of a loved one
  • Revisiting your financial plan when your situation changes
  • Seeing whether you can support a stay-at-home parent
  • Ensuring your freelance small business has the right insurance
  • Capitalizing on company stock options
  • Minimizing your tax burden
  • Preparing for retirement
  • And more

It all comes down to having and following a professional financial plan.

Transitional periods can be exciting, chaotic, and emotional.

Plan for them ahead of time.