Working towards long-term financial goals is about more than putting money into RRSP’s and investments – it’s about looking at where you are now and where you want to be in the future. Our counsellors, who come from a wide range of financial backgrounds are experienced with personal and family financial management solutions.
They don’t just look at facts and figures, they take a good look at the big picture. From budgeting and debt management to pre-retirement planning – we’ll help you build a Money Action Plan and teach you how to get the most out of your money – and no high pressure sales pitch either.
Sessions Tailored to Your Needs
You are a unique person in a unique situation which is why our counsellors customize each session to your needs. Whatever your financial picture, we can help by:
Determining your financial situation
Setting achievable short- and long-term financial goals
Developing a workable spending plan
Creating a personal saving strategies
Using credit wisely
Explaining the importance of retirement planning
Advising on transition periods (job change or loss, divorce, disability)
Creating a Money Action Plan (MAP)
If you want unbiased financial advice with no pressure to purchase a product, call 1-888-294-0076 today and set your financial fitness goals in motion.