Financial Planner

Having a financial plan is a vital part of anyone’s future. With a financial plan you can take the guesswork out of what you have. You’ll be able to balance what you need with your personal goals for the future and you’ll have a financial cushion when unexpected expenses crop up. This is true even if you are not affluent so let’s clarify a few of the myths that you might be hanging onto!

Oh my how the years fly by. The bond can make it hard to let go. But as their parents one of your jobs is to help them establish financial independence. Before you know it they will be handling cell phone bills, rent, student loans, unemployment (hopefully not) and rising living costs and at some point Bank of Mom and Dad will run out of supply.

The good news: Today, Canadian women have more economic power, however, as they gain more influence in household financial decision making, research from Mintel a market intelligence agency, reveals 32% of women fear making financial decisions due to a lack of financial knowledge. The study also reveals that 36% wish they were more confident in making these decisions.