Your Financial House

See the steps you can take right now to put your financial house in order. Our interactive feature will help guide you through a clear, concise way to achieve security for life.

risk protection / insurance emergency fund financial plan will debts & mortgages education retirement other goals

How important is it to you to protect your family?

You may be reassuringly surprised to learn what level of risk protection can be turned over to a solid Canadian insurance company for a very fair premium dollar. What price for peace of mind?

If given a choice, it’s far better to have an emergency savings fund instead of using a credit card or line of credit

Don’t get stuck with high interest charges!

Building a strong Financial Plan – the core of your Financial House. With the ‘investment’ of some of your time, together we can assemble a plan so that you know what is required to reach your goals.

Preparing a will means YOU decide who gets what and, more importantly, who will care for your children.

Do you really want someone else to decide?

Did you know there are ways to save money on servicing your debt that allow you to do other things with that money?

Freedom!

If you knew the Canadian government would put in 20% of your contribution every year, would you start an RESP?

Find out how to make this happen.

The big question – how to afford retirement. The answer? Invest early and often.

Find out more about the 10-year answer to the Million-Dollar Question.

What is really important to you? Regular vacations? Buying a cottage? Or maybe it’s creating a legacy for your family.

How will those things happen if you don’t plan for them?