Let’s face it. Change is a part of our lives almost every day.
Whatever stage of life you’re in from just beginning your career, in your prime earning years or preparing for retirement, certain events will take place that may lead you to re-think your financial goals.
Life changes. Shouldn’t your financial strategy?
Any of these events may result in a need to take stock financially and make adjustments such as the following:
Planning and guidance can help
Your financial strategy should be flexible and recognize that your needs and goals will evolve over time. In general your strategy should be reviewed at least once a year and after any life event. This will help you be financially prepared to face life’s challenges.
Our Financial Services department is ready to help you keep your finances on track by providing a review of your financial strategy.
Call us or email us today for more details on how we can help.
Financial Services Available At:
41 Dundas Street West, P.O. Box 280
Trenton, Ontario K8V 5R5
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Whitley Financial Services.