Benefits of a financial plan
A solid financial plan can help you:
- Provide for your family in the event of your death, disability or a critical illness
- Secure a comfortable retirement
- Control your debt
- Fund a post-secondary education for your children
- Minimize your taxes
- Leave an estate to your heirs
- Meet a variety of business protection needs
- Provide affordable benefits for your company’s employees
- Or as is the case for many Winnipegger's: