Turning Points in your Finances

For many Canadians, working regularly with their trusted financial advisor is an everyday occurrence, just like the relationship they have with their doctor. The financial planning process is long-term in nature but there are specific times, turning points in life, when the services of financial planner or investment representative may be required. Some of these are as follows:

If you, or some one you know, is faced with one of these events, you should seek the advice of a qualified financial planner or investment representative.