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SERVICES

Goal Setting: Help you define and prioritize your financial goals.

Comprehensive Plan: Create a tailored financial plan to achieve your short-term and long-term objectives.

Financial Planning

Saving for Education:  find out the best ways to save for education expenses, including RESPs in Canada

Financial Aid: Help navigate financial aid options and student loans.

Education Planning

. Retirement Planning
Retirement Goals: Estimate your retirement income needs and create a savings plan.

Retirement Accounts: Advise on the best retirement accounts, such as RRSPs and TFSAs 

Retirement Planning

FREE RESOURCES 

Financial Goals Worksheet

PAST WORKSHOPS

May 14 - June 4
Part 1: Introduction to the Canadian Financial System 
Part 2: Budgeting and Money Management 
Part 3: Credit and Debt Management 
Part 4: Financial Planning and Goal Setting 

Empower Your Finances Workshop Series

@daniellaahiggs

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