One question people often ask is:  “What is a financial plan, anyway”?

Here’s a simple analogy to explain it:

Most of you would never contemplate starting a trip without a destination in mind. Typically you know your destination and you plan your route with care. Sure there may be detours, but you stick to a general route to get to your destination.

However, the same care isn’t always taken in terms of charting your financial course if you don’t have a plan. If you don’t have a plan, you often have no idea what the future holds. This uncertainty and lack of clarity can lead to worry, frustration and a failure to fulfill dreams. There is no worse sentiment – when it’s too late – than regret. The future will arrive, whether you adequately prepare for it or not. The question is “What kind of future do you really want for yourself and the people in your life that are most important to you?”

Please see attached guide about financial plan issued by Federal/Provincial/Territorial Ministers Responsible for Seniors Forum.

I hope you find it useful.



Jamshid Ameri, (Registered Retirement Consultant) Financial Advisor

Tel:    (905) 829 0094 (ext. 513)

Email: Jameri@canfin.com


PDF: About Financial Planning