- Budgeting
- Cashflow optimization
- Debt elimination
- Build short-term savings
- Registered Retirement Savings Plans (RRSPs)
- Non-registered savings plans
- Education savings plans (RESPs)
- Tax-Free Savings Plans (TFSAs)
- Whole life insurance
- High-interest savings bank accounts
- Real estate
- Emergency fund
- Wills and powers of attourney
- Trusts
- Term insurance
- Permanent insurance
- Critical illness insurance
- Disability insurance
- Employee group benefits
- Health and dental insurance
- Long-term care insurance
Ultimately, it’s about turning your visions into reality—where your money is working for you, rather than your money running the show.