Is one of your New Year’s resolutions to feel in charge of your finances?

Writing out your financial goals is the first step to achieving them. If you already know what you want to achieve, do you know how to get there?

Creating your plan, or adjusting an existing one, will help you reach your short- and long-term goals. During a financial check-up, you’ll understand where you are currently and what you may want to act on.

Here are a few items that need to be reviewed.

• TFSAs and RRSPs

• Life insurance

• Living benefits

• Market volatility

• Strategies to take emotions out of investing

Message me or Email me to set up a time for your financial check-up.

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