A financial plan is a written document that spells out where you are in your financial life, where you want to be, and the investment strategies you will implement to reach your goals. A substantial financial plan should include an emergency fund.
As women we are always looking to improve and change the world around us. Sometimes change and growth must come in baby steps, all of which lead to a significant change in our lives.
The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals.
Gain insight on your financial situation- savvy financial questions to ask yourself.
Tax Season is upon us and we’ve put together an infographic to highlight tax deductions to notice prior to filing your taxes.
The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.
Three locations for your insurance needs:
WAKAW (HEAD OFFICE)
Tel: (306) 233-5330
Box 249, #78 HWY 2
Wakaw, SK S0K 4P0 Canada
Fax: (306) 233-4411
Monday – Friday: 8 AM to 5 PM
Tel: (306) 369-2390
Box 149, 523 Main Street Bruno, SK S0K 0S0
Fax: (306) 369-2394
Monday - Friday: 9 AM to 5 PM
Tel: (306) 944-2199
Box 128, 220 Amherst Avenue
Viscount, SK S0K 4M0
Fax: (306) 944-2198
Monday – Friday: 9 AM to 5 PM