We all set goals, whether they are classic new year’s resolutions or simply dreams we aspire to. It may be personal, professional or a bit of both, but whatever you set out to do, we’re here to support your family and business along the way.
There’s no better time to get organized than the start of a new year, and with that in mind, we’d like to offer a few suggestions. Consider this your financial resolution checklist – if you can tick all of these items off before the snow thaws, you’ll be in great shape. Happy new year, and here’s to continued success in 2018!
Review your investments
My role is to keep a close eye on your portfolio and ensure that it’s aligned with your needs, goals and risk tolerance. In order to best do this, we should meet and review your financial plan as needed. Please reach out to my team and arrange a meeting if you’re an existing client, or contact us to arrange a confidential, no-charge wealth management consultation if you’re interested in our services.
Review your will and estate plan
Financial planning that involves end of life discussions can be uncomfortable, but it’s absolutely necessary. Protect your wealth and pass it on according to your wishes by having a comprehensive, up-to-date personal will and estate plan. Business owners should take additional measures by incorporating business succession planning and other unique elements. Ask me how the Scotia Wealth Management team of experts can support your legacy.
Review your insurance
Insurance protects your wealth, your lifestyle and your loved ones in the case of illness, injury or death. Our team of experts includes insurance specialists who are exceptionally skilled in this area. Offering collaborate financial care, your insurance specialist and I will ensure that you are covered now while also looking at tax minimization strategies. If you own a cottage or vacation home, this can be especially important.
Review your retirement goals
When do you want to retire, and what does your vision of retirement look like? It’s something that may change over time. As your professional and personal situations evolve over time, it’s important to consider how these changes affect your long-term plans. We can look at what you want, identify things you may not have considered, and make sure you’re on track to achieve your goal.
If you’ve got other financial goals, we’d love to hear them. Please contact my team to arrange a meeting at your convenience – I look forward to connecting. Cheers to a fantastic 2018!