Financial Check-up

Life is busy. Too busy to keep an eye on everything. You need quick answers to your financial questions. Our Financial Check-up explores the following areas of your financial life:

  • Budget Analysis

    • Break down your income into manageable chunks
    • Discover your “lifestyle” and how much income you need to support it
    • Accommodates as much detail as you require
  • Retirement Planning

    • Envision your quality of life in retirement
    • Build appropriate savings plan to achieve your desired lifestyle
    • Balance risk and return through portfolio strategy
    • Create benchmarks to track your progress
  • Debt Repayment

    • Balance your debt repayment with saving for retirement
    • Identify the correct debt instrument to advance your finances
    • Plan big purchases within your budget
  • Education Savings

    • Streamline your deposits for tuition
    • Maximize your grant from Canadian Government
    • Create a flexible asset that can be used for several children
  • Protection Plans

    • Protect your family against death, illness or disability of an income earner
    • Find most appropriate and economical coverage
    • Transition your protection throughout your lifetime
  • Tax-Free Savings Accounts

    • I feel like I need my TFSA – but how should I use it?
    • Supporting your financial goals with a TFSA
  • The usefulideas® advantage

    • Access to 30 years of financial planning experience without paying an up-front fee
    • Transparency in execution and disclosure of portfolio fees
    • Annual reviews allow you to track your progress
    • Trusted advisor available to answer any  question