Smart Money Plan FAQs

What is a Smart Money Plan? Expand/Collapse

A custom financial plan to help you get where you need to go. You meet with us and tell us your goals and current financial situation, and together we’ll come up with a plan to get you there. Based on your goals, your Smart Money Plan™ can cover:

  • Planning and saving for retirement
  • Saving for a large purchase
  • Paying down debt
  • Managing your cash flow
  • Insurance and protecting your wealth
  • Reviewing and understanding your statements

Your Smart Money Plan™ appointment is also a good time to uncover any issues and opportunities, and address any questions that you may have.

What information does a Smart Money Plan give me? Expand/Collapse

Your Smart Money Plan™ gives you a snapshot into your existing financial picture, and projects whether you are on track to reach your long-term goals. You’ll receive a summary of any changes and steps of action you need to take to achieve the financial future you want, as well as tips and opportunities to help you get there.

What do I need to bring to my appointment? Expand/Collapse

Whatever you can! The more information we have regarding your finances, the more accurate and complete your plan will be. We recommend bringing the following items to your Smart Money Plan™ appointment:

  • Recent tax assessment
  • Pension, RRSP, RESP and/or RIF statements (if applicable)
  • Recent account and credit card statements

How long will the initial appointment take? Expand/Collapse

The length of your Smart Money Plan™ appointment can vary from 20 to 60 minutes depending on the nature of your inquiry and needs. Afterward the initial meeting, we’ll review the plan with you, and book extra time if needed.

Is it really free? Expand/Collapse

Yes! No strings attached, no commitment or purchase necessary!