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If you’re interested in stock tips, for example, or getting somebody to sell you the right kind of insurance, or to help you consolidate your debt, your best bet is someone exclusively skilled in those areas, like an investment advisor, stock broker, credit counselor, or insurance agent.

A more generalized financial planner, on the other hand, deals with broader questions like whether you should put money into an RRSP in the first place – as opposed to, say, paying down a mortgage or saving for a child's education. They will help you figure out overall goals and a basic workable strategy to meet them, but they're not likely going to be able to execute the entire strategy for you.

Financial planning isn't just about "getting rich" or offering the latest stock tip. It's about financial independence — helping you achieve your goals in life, no matter how much money you have.

 

Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life.

Your Financial Independence

 

 

 

 

 

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