Financial Needs Assessment (FNA): What It Is and Why Every Canadian Needs One
Most people don’t have a financial problem. They have a clarity problem. They’re working hard, earning income, saving where they can, and trying to make good decisions. But they don’t always know if what they’re doing is actually moving them forward. That’s where a Financial Needs Assessment (FNA) comes in. It’s not about selling products […]
How to Choose the Right Financial Advisor (and Why It’s About More Than Money)
Choosing the right financial advisor isn’t just about numbers — it’s about trust, comfort, and shared values. Here’s what to look for when finding your financial partner.
5 Huge Mistakes To Avoid When Building A Financial Plan
5 Huge Mistakes To Avoid When Building A Financial Plan Number 3 could cost you THOUSANDS! 1.Trying to “go it alone”/Doing everything yourself. Yes it’s true you can use online brokerages for stocks, bonds, ETF’s & cryptocurrencies, you could create a plan for yourself without ever meeting with a live person. Although, you may be […]
Financial Goal Setting
Financial Goal Setting Before I get started on the breakdown of financial goals, I would like to start with a few words about goal setting in general: The basis of any plan, financial or otherwise is having the end goal in mind. It is much easier to get to where you need to be when […]