Financial Check-In

Why do a financial health check?

A lot can change in 12 months – births, deaths, marriages, divorces, job changes and homes for example. 

That’s why it’s important to review your finances at least once a year to look at the progress you’ve made during the year that’s just ending and prepare for the year that’s ahead.

Read the full article on CanadaLife.com

The information provided is based on current laws, regulations and other rules applicable to Canadian residents. It is accurate to the best of our knowledge as of the date of publication. Rules and their interpretation may change, affecting the accuracy of the information. The information provided is general in nature, and should not be relied upon as a substitute for advice in any specific situation. For specific situations, advice should be obtained from the appropriate legal, accounting, tax or other professional advisors.