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Financial Planning

Investment Planning

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Work with a Pro

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Financial Planning in Canada: Working with a Professional

The easy way to get there

Financial planning helps you determine where you’re going - what you want for your financial future. Then it helps you make it happen.  Financial planning is a dynamic ongoing process that takes into account the “whole you”. Your financial life – your income, assets, liabilities, etc. – and your personal life – your values, dreams, wants, needs, time horizons, etc. And perhaps most important, your financial plan must reflect your attitude toward risk and reward.

The result is a custom-tailored strategy that will help you achieve your financial goals. A personal plan that will show you how to optimize your financial decisions to make the most of your wealth – now and in the future.

If you’d like to discuss this question with a financial planning professional, click here to find the CPA financial planning professional closest to you.

If you prefer, you can explore the question further by clicking on one of the topics below:

Benefits of financial planning

Financial planners, why don’t you have one?

Signs that you should be using a financial planner

The difference a financial planner can make for you

Things to look for in your financial planner






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