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Tammy Slugoski
Kristin MacKay

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

Financial Planning

Using Naviplan ~ Financial Planning

A financial plan provides you with a comprehensive assessment of your financial situation and helps you determine if your existing investment strategy is in line with your goals.

Working with the BMO Nesbitt Burns sophisticated planning software NaviPlan, we are able to provide our clients with a customized, easy to understand road map to achieving their retirement income goals. While no one can predict the future, this program can help to make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement income, or how much money you will need to save to reach your retirement goals. Most importantly you will have information necessary today to allow you to chart your course to financial success