Identify your financial goals and map out a plan to achieve them.
Goal setting
Managing your finances solo
It’s wise to have a financial plan that meets your needs.
Managing your finances solo
Single-person households are very common — one in seven Canadians lives alone. Whether you are…
Top 10 New Year’s resolutions for investors
Gain better financial health by considering these actions.
Using annuities for other financial planning goals
Learn about insured annuities and charitable gift annuities.
Saving for long-term goals
If your goal is long-term it’s likely you’ll want to choose a saving and investing strategy to match. Consider these tips to break down your goal and start saving.
Saving for short-term goals
If your savings goal is less than 3 years away it’s probably a short-term goal. This means you can choose certain saving or investment products to help you get there.
What are financial goals
Knowing what you’re saving for will help you figure out how you’ll reach your goal.
Creating a plan to reach your goals
Consider different options for reaching your goals There may be more than one way to…