Nov 18, 2015
November 15 – 21st is the 7th annual Financial Planning Week in Canada. This is part of an ongoing effort to promote financial well-being and raise the awareness of engaging in financial planning with a qualified professional. Canadians engaged in financial planning report significantly higher levels of satisfaction with their financial health and feel more confident on being on track to meet their financial and retirement goals.
Financial Planning Week started in 2009 with the vision that, by 2020, Canada will be shaped by the following goals:
Some of the planned activities will include a national television campaign on CBC, “Build Your Financial Plan with a CFP Professional” and a print feature in The Globe and Mail.
The Financial Planning Standards Council has launched a website: FinancialPlanningforCanadians.ca, dedicated to helping consumers through information, education and product-free advice. The website is broken down into three main categories:
Rogers Group Financial is committed to helping you achieve your financial and lifestyle goals through a planning-based approach. Please contact your advisor to establish or update your financial plan.
Knowing where you are translates into knowing where you're going, and we hope to provide every client with the trust and confidence to navigate through the waters of their financial lives.
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