Personal Planning and Advice

In response to our membership’s evolving needs, we provide comprehensive financial planning services. These services include meeting with you to put in place an investment strategy to meet your financial goals by gathering information about you and your unique circumstances, assessing your goals and understanding your current situation is.

We provide help to meet your financial needs whether it is retirement strategies to get you further ahead, helping you understand the retirement cash flow you can expect, guiding you through the planning or settlement of an estate, saving tax on your non-registered investments or planning for your child’s future.

This is a free service for the benefit of our membership.

An important aspect of financial planning is to stay on top of your finances. Click here to complete a family budget.