Have you set up your date with your Financial Advisor?

Have you set up your financial goals yet? I have. As soon as the year comes, I review my investments to determine their growth, and if they still meet my goals, plans. It is also the time to set up any revised pre-authorized payment plans to secure your identity and help your future goals.

As a financial advisor, we are here to help you with your financial goals for the year. As one on one, choose one financial goal that you need help with now, and connect with me.

I wish you 100% success this year with your financial goal. It is up to you to decide what your goal should be. Make it a goal that you want to do, not just ‘should’ do. Ideas could include setting up an emergency account, increasing your RRSP/TFSA monthly deposits.

If you do just one thing now, be proud of yourself. You have done a great job! Congratulations!