It’s National Financial Planning Week!

Posted on November 18th, 2024 in DJB News

Financial Planning Week in Canada began in 2009 with the goal of emphasizing sound financial management and strategic planning benefits to Canadians.  This year, Financial Planning Week takes place from November 17^th to 23^rd and we invite you to join us, with the wider financial planning community, as we come together to help everyone understand their finances better.

We want you to feel financially empowered!  Below are a selection of some resources that you may find useful to explore with a focus on financial planning.  We believe that these articles can assist in fostering a culture of financial responsibility, encouraging individuals of all ages to set and achieve financial goals for a successful future.

Of course, we are also more than pleased to offer personalized advice for any of your financial questions or needs, we invite you to contact one of our qualified financial planners today.

Echoes Series on Legacy Planning – A 9-episode podcast series (episodes ranging from 7 – 25 minutes) where seasoned experts delve into crucial topics like the fundamental concepts of legacy planning, estate assessment, tax complexities, and business succession strategies. The series also covers philanthropy, the balancing of inheritance, and the responsibilities of inheritance recipients.

12 Tips to a Brighter Future – A helpful tool to help you break down financial planning into smaller tasks by month, spread out over the course of a year.

TFSA or RRSP – A handy publication that explores the pros and cons of each savings option and identifies the main differences.

Staying Calm When Markets are Volatile – An insightful article that explores short-term views and long-term strategies to remind us to keep calm, stick to the course, and avoid jeopardizing your long-term plans.

Considerations for Using a Spousal RRSP – Examining when and how this strategy works and whether it is right for you.