Your Financial Goals

Defining your financial goals is the first step to creating an investment strategy that works for you. Whatever your situation, take a few minutes to sit down and think about where you are now financially, and where you want to be in the future.

Here are Some Questions to Consider

  • What are you saving for?
  • What are your income and expenses today?
  • What do you know about investing?
  • Do you have any big expenses or major purchases coming up in the future?
  • Do you have a retirement savings plan or a registered pension plan?
  • Do you have any dependents? How will their needs change over time?
  • Do you have any important income tax considerations?

A good registered investment advisor will discuss these and many more questions with you. They will want to ensure they have a clear understanding of your financial situation and your investment goals.

Take a look at our Know Your Advisor section to find out more about working with a registered investment advisor.