Financial planning

Make smart money moves with confidence, one thoughtful financial plan at a time.

Get customized financial planning services

Build wealth, save for retirement and manage your finances with our expert financial planning team.

Why choose financial planning?

Investment advice

Get tailored advice on stocks, bonds, mutual funds and other investments to help grow your wealth.

Budgeting and cash flow

Create a budget that allows you to save, invest and plan for the future without sacrificing your current financial goals.

Home ownership

Find out everything you need to know about the home buying process, from mortgages to market trends.

Tax savings

Identify and take advantage of tax savings plans and tax-efficient products that line up with your goals.

Explore your financial planning options

Smart Money Plan™

Get tailored advice and a personalized financial plan developed by accredited advisors.

Personalized financial plans tailored to your needs and goals
Ongoing support and updates to keep you on track
Adaptability to changing circumstances
Easy start with a phone appointment

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Tax-Free Savings Account (TFSA)

Secure your savings with a tax-free investment vehicle, designed to maximize your returns.

Tax-free investment growth
Flexible, penalty-free withdrawals
No age restrictions for contributions
Access funds any time, anywhere

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Ready to plan for your financial future?

Boost your financial planning know-how

Get financial advice

From building a savings plan to starting your investment journey, there are so many ways to prepare for the future.

Find the advisor for you

Article

Get insights on how to start investing

Podcast

Smart saving with tax efficient investments

Video

Learn about investment vehicles

Get more tips

Get advice on the go

Life gets busy, but don't let that stop you achieving your goals. Whether you’ve got $50 or $50,000, we want to help power your possible – and we'll come to you to do it.

Learn more

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Your financial planning questions answered

What is financial planning?

Financial planning is the process of setting and working towards goals to reach financial freedom. It involves understanding your current finances, developing strategies to build wealth and save for retirement, managing cash flow and finding ways to reduce taxes where possible.

What does a financial plan include?

A strong financial plan should outline your short- and long-term goals, risk tolerance, financial resources available and investment strategies. It should also cover topics like budgeting, estate planning, debt management, retirement savings, insurance coverage and more.

How can I create a personal financial plan?

The best way to create a personal financial plan is to consult a professional. A certified financial planner can help you develop a detailed strategy that considers your goals, resources and risk tolerance.

How much do you need to retire in British Columbia (BC)?

The amount of money you need depends on your individual circumstances and goals. If you're wondering how much you need to save for retirement, contact our advisors to get an accurate estimate.

Have more questions?

Don’t hesitate to reach out. We’re just a live chat, video, or phone call away when you need us.

Get in touch

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Other solutions you might want

Mutual funds

Whether you’re just starting out or already have a growing portfolio, enjoy access to a full array of affordable investments professionally managed for you.

Explore mutual funds