October 5, 2021

Author: The Link Between

Each of us will experience unique challenges throughout our lifetimes that may affect our ability to plan and protect our financial futures, and the specific financial decisions we make along the way. The complexity of our lives means we can benefit from taking a more holistic approach to our finances.

What can you do to ensure that all your financial tools are complementing one another and working together to support your financial goals? The answer is to create a personalized plan for your financial future.

Watch Planning for Your Financial Future to learn more.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This blog was prepared by Jason Desaulniers who is a Investment Funds Advisor at Excalibur Executive Planning Inc., a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.