Reviewing and Rebalancing Your Investment Portfolio

When you think about your finances, there are likely a number of factors that make up the overall picture. And, over time, these pieces may change as your life evolves. Whether you’re a recent grad or early in your career, an individual with a busy family household or a longtime professional or business owner, periodic financial check-ins can offer a range of benefits.

Here are nine financial to-dos that can help put you on the right track to achieving your goals

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.