February 6, 2025
Why use a CFP?
A Certified Financial Planner can:
- SAVE YOU TIME by helping you choose the right investments to suit your investment style (so you can spend your time doing the things you love).
- Help you create GOOD HABITS; like putting some money away every month (or every week, if you really want to dollar cost average!)
- SAVE YOU MONEY by creating an individualized portfolio for you that very likely increases your rate of return (according to a
- Answer your NOT silly questions; such as: “which is better for me, A TFSA or RRSP? (spoiler alert; it depends on your individualzied circumstances
- Educate you about LIFE INSURANCE; do you need it? when? what kind? What can it do for YOU while you’re alive?
- Help you protect your future employment income: by reviewing disability insurance options: Group LTD (if you have a group plan and benefits through work), set you up with an individual policy if you are self employed. Plan ahead so that if you ever do become sick or injured and can’t work, your income won’t stop.
