Building your future: A Summary of Key Points
- Building your own financial plan
- Taking stock: Budget and financial results
- Savings plans and investments: RRSP or TFSA?
- RREGOP and PPMP: Everything you need to know about your pension fund
- Liabilities: How to manage your debt
- Taxes: Marginal rates and tax strategies
- Mortgage insurance: Better coverage for less
- Unexpected expenses: How to maintain your lifestyle in the event of a major event
- Personalized follow-up with your advisor to develop a strategy tailored to your needs.