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Stephen Miao
Kim McNee
Winnie Lai
Tony Stephens
Angela Hui
Tim Simpson
Reina Li
Brett Burke
Shawn

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1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Financial Planning

"Achieving your financial goals doesn't happen overnight; it takes careful planning and execution."

Why do you need a financial plan?

     A good financial plan can help you answer these questions, and more...

  • Will you be in a position to fund your children’s post-secondary education?
  • Will you be responsible for the care of an aging parent or spouse, or a mentally or physically challenged child?
  • Is your investment strategy consistent with your financial goals?.
  • If you were to die, would your family be financially secure?
  • If you become disabled, will you have enough income to manage until you are well again?

 

Financial planning is an ongoing process that includes:

  • Evaluating your current situation
  • Clarifying your goals
  • Identifying hurdles in achieving your goals and considering alternative solutions
  • Developing a comprehensive written analysis with recommendations
  • Implementing your plan
  • Reviewing your plan on a regular basis