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Is your life going according to plan?

Most people plan what they’re going to have for dinner tomorrow night and what they’ll wear to their friend’s backyard barbecue next weekend but Canadians are notorious for not planning for their future! Sure…they want a comfortable retirement and lots of money to enjoy it but quite often they have no plan in place on how to actually achieve these goals. A recent article on advisor.ca clearly illustrated this by quoting some interesting statistics from an HSBC Bank Canada Study entitled, “Tomorrow, Today”. While most Canadians express a desire for financial security, they are not willing to give up a balanced life or personal passions such as travel, to achieve it.

If you are like the majority of Canadians surveyed in the study, then you would acknowledge that ensuring your family is well taken care of is high on your priority list. However, only 25% of people are confident that they can achieve their “ideal tomorrow” – are you? This is the perfect time for you to schedule a meeting with your financial advisor to begin to discuss your needs and your plans for retirement.

An advisor’s role is to help you plan for, and achieve, your financial goals. Transamerica can help by providing products and tools that will make it easier for you to realize your dreams.

Are you ready to take the first step in planning your financial future? Talk to your financial advisor today!
 
 

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