Introduction
Financial information has never been more readily available to consumers. But if you’re like most people, you just don’t have the time or inclination to wade through a mountain of complex information to plan your financial future. Whether you are investing in RRSPs, buying your first house, saving for your children’s education or planning [...]

1. Get professional advisor assistance. Why go it alone when you don’t have to. A professional advisor can build you a plan and help provide the discipline to stick to it. He or she can help you set goals, assist with your investment choices and keep you focused on the long-term objectives.
2. Include your spouse. [...]

At ProfessionalReferrals.ca we try to take much of the guess work out of choosing an advisor. This site offers help in searching for specific financial services in your city, town or geographic area. We also have current, topical articles on a variety of subjects within the financial services field, including an examination of the financial [...]

The financial industry is constantly evolving. For many years, people turned to stockbrokers for money matters. Then, insurance agents entered the picture. Stockbrokers are now called financial advisers and insurance agents are sometimes financial planners.
There are independent financial planners, fee-only money managers and you can even have your accountant invest your money for you at [...]

What is Financial Planning?
Financial Planning is the process of meeting the goals of your life through the proper management of your financial resources. It covers all matters related to your estate and your current financial situation and includes such elements as day-to-day cash flow management, choosing and managing your investments, retirement and estate planning, your [...]