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Planning and Process

Financial security planning

Financial security planning is about more than saving money for retirement – it’s about helping protect what means the most to you and helping you achieve your short- and long-term goals.

The first step to achieving your financial security goals is creating a financial security plan. Our goal is to help you build a plan that’s tailored to your needs, flexible enough to meet your changing needs and based on solid insurance and investment products.

A solid financial security plan can help you:

  • Provide for your family in the event of your death, disability or a critical illness
  • Secure a comfortable retirement
  • Control your debt
  • Fund a post-secondary education for your children
  • Minimize your taxes
  • Leave an estate to your heirs
  • Meet a variety of business protection needs
  • Provide affordable benefits for your company’s employees

Financial security planning process

To build financial security plans, we use a proven process based on the four cornerstones of financial security – financial security at death, at retirement, liquidity and disability and critical illness. Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education – then we look at product solutions to help address those specific needs.

This goal-based financial security planning approach is designed to help you:

  • Better understand what financial security means to you by reviewing your current needs and defining goals
  • Identify and discuss any roadblocks to achieving your goals
  • Analyse your situation, identify any gaps and build a plan to help you achieve your short- and long-term goals
  • Review and monitor your plan to help ensure it continues to meet your changing needs

Contact today to find out more about our financial security planning process and how a sound financial security plan can help you achieve your goals, for now and in the future.

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The information on this website is intended for residents of Ontario only.

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