Put It In Writing

Put it in Writing

A written financial plan starts with your goals and objectives and then looks at your current financial picture in depth. By exploring the six disciplines of financial planning, we can answer the most common questions such as how they can eliminate their debt, pay down their mortgage, save for children's education and still contribute to their RRSP's.  Strategies are then suggested to improve your financial health now and therefore in the future.   

Gail is a Certified Financial Planner with Investors Group.  She has been in the financial services industry for over 15 years.  She believe that every Canadian should have a written financial plan as a roadmap to their retirement and financial goals.

Space is limited so please be sure to register  at
wrona@ucalgary.ca
Indicate your name, department and telephone number.