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Geoffrey Harris, CIM
Geoff Neal, CIM
Rebecca Mathews, CFA
Andrea Renzella

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
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New Job/Business

 

Congratulations on the new gig!  Hopefully the transition has been a smooth one.  You may be feeling a mixture of excitement and anxiety as you embark on your new direction.  As you settle into your new surroundings, it is a great time to reflect on what you have accomplished so far think about how your plans will be affected by your new circumstances.  Here's a list of items to consider...

  • How will  your savings/retirement plans be affected?
  • Will your health coverage change?
  • Does your life and/or disabilty insurance need to be updated?
  • Have you reviewed all your futue and past company benefits?
  • How and why will your next job transition occur and will you be prepared?

Career changes are an ideal time to update your financial plan.