News & Education

Welcome to our WealthStyles segment – your online access to approachable ideas about financial planning with a lifestyle and life event approach.

Every Day Living - Financial planning basics
available in PDF format

Financial planning basics

• Make a budget to find out where your money goes, so you can easily spot places to cut spending and boost savings


• Pay yourself first by setting up an automatic monthly contribution to your RRSP, preferably a payroll deduction so that your contributions are taken before tax deductions.


• With the help of your financial advisor, put together a financial plan in order to indentify what steps you need to take to achieve your goals