Strategy and Process

Financial security strategy

Financial security strategy is about more than saving money for retirement – it’s about helping protect what means the most to you and helping you achieve your short- and long-term goals.

The first step to achieving your financial security goals is creating a financial security solution. Our goal is to help you build a solution that’s tailored to your needs, flexible enough to meet your changing needs and based on solid insurance and investment products.

A solid financial security solution can help you:

• Provide for your family in the event of your death, disability or a critical illness
• Secure a comfortable retirement
• Control your debt
• Fund a post-secondary education for your children
• Minimize your taxes
• Leave an estate to your heirs
• Meet a variety of business protection needs
• Provide affordable benefits for your company’s employees

Financial security strategy process

To build financial security solution, we use a proven process based on the four cornerstones of financial security – financial security at death, at retirement, liquidity and disability and critical illness. Working together, we assess your total financial security strategy needs regarding retirement, insurance, major purchases and education – then we look at product solutions to help address those specific needs.

This goal-based financial security strategy approach is designed to help you:

• Better understand what financial security means to you by reviewing your current needs and defining goals
• Identify and discuss any roadblocks to achieving your goals
• Analyse your situation, identify any gaps and build a solution to help you achieve your short- and long-term goals
• Review and monitor your solution to help ensure it continues to meet your changing needs