Working with a Financial Planner

Is your retirement a DIY project? The longer you work with a Financial Planner, the better off you’ll be. After 15 years of working with a financial planner, advised households accumulate as much as 2.73 times the amount of assets than otherwise identical non-advised households1. After 20 years it’s over 3 times. What would you do with 3 times your retirement income?

A Financial Planner can help you determine where you are today financially and where you want to go. A Financial Planner can provide you guidance on how to reach your short-, medium-, and long-term financial goals.

Why work with a Financial Planner?

Financial Advice

  • Worry less about money and gain control.
  • Organize your finances.
  • Prioritize your goals.
  • Focus on the big picture.
  • Save money to reach your goals.

What can a Financial Planner help you with?

Financial Planner can help you with accumulation and protection. You’ll be better protected for the future.



  • Cash management – savings and debt
  • Tax reduction planning
  • Investments
  • 84% of advised households have RRSPs (Registered Retirement Savings
    Plan)compared to only 36% of non-advised2
  • 45% of advised households have TFSAs (Tax Free Savings Account) compared to only 20% of non-advised2


Backed by a plan

  • Insurance planning
  • Health insurance
  • Estate planning

Canadians backed by a financial security plan:

  • Feel they are better equipped for life’s unexpected financial emergencies, to weather tough economic times, and feel assured their loved ones are looked after financially

How do you start?

  • Establish and define the advisor-client relationship.
  • Gather information about current financial situation and goals including lifestyle goals.
  • Analyze and evaluate current financial status.
  • Develop and present strategies and solutions to achieve goals.
  • Implement recommendations.
  • Monitor and review recommendations; adjust when necessary.

Next steps

  • Contact me about helping you get your finances in order so you can achieve your lifestyle and financial goals.
  • Feel confident in knowing you have a plan to get to your goals.

Contact Me

1 The Investment Funds Institute of Canada, New evidence on the value of financial advice, 2012
2 Investment Funds Institute of Canada, The value of advice: Report, 2011