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Cam Bower
Eric Bower, CIM
Michelle Jerred
Kristin MacKay

Address
2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8

Commentary

The six key steps for financial planning success

What can a financial plan do for you? Provide a roadmap to achieve financial goals such as:
  • Saving for retirement

  • Providing for post-secondary education

  • Ensuring your family’s financial security

  • Building wealth

  • Minimizing taxes

  • Leaving an estate for your heirs
Building your plan
Advocis (the Financial Advisors Association of Canada) recommends six key steps to the financial planning process.
  1. Clarify your current financial position

  2. Identify measurable goals and objectives

  3. Identify financial barriers or issues

  4. Provide alternative solutions to create a strategy

  5. Implement the strategy

  6. Periodically review and adjust the plan
How to get started
If you’d like to start working towards your financial goals with a properly designed financial plan, please contact us directly by email or by phone at (306)780-9700. Remember, the earlier we can begin the process, the easier it will be to achieve your goals.