A Wellness Checkup for Your Financial Health
AS PUBLISHED IN THE WINTER 2016 EDITION OF REFINED MAGAZINE
There are many milestones in a person’s life when he or she seeks financial advice. It might be the purchase of a new home, starting an RRSP or after being laid off from a job. But visiting your financial advisor for general wellness checkups on a regular basis is important.
“It’s kind of like car maintenance,” says Emily Rae, a senior financial planning advisor at Assante Capital Management Ltd. “If you change your oil, get regular tune-ups and take care of your car, your car is going to run longer. I know people are busy, but we encourage clients to come in at least once a year for a sit down, or even over the telephone or through Skype. There are little things a financial advisor can do to help people reach their goals faster.” Read more.