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Review Your financial road map
2025-11-21T00:00:00
Review Your financial road map

Is it time to review your financial roadmap?


You’re invited to attend a webinar on Review your financial roadmap


During this session, you will learn:

• The importance of having a financial plan

• The impacts of a non-controllable event such as COVID-19

• Tools and resources available


A Financial plan is based on the financial pyramid. There are many components to help us to reach our financial goals to keep our focus on our main objectives.


• Here are the elements you have to consider in developing a financial roadmap, in the form of a pyramid...all built on a solid base with a good financial roadmap

• Please address the bottom items of the pyramid before moving to the top of the pyramid. This ensures you have a strong base.

• Some events you control, but there are others over which you have no control (e.g. dying prematurely, suffering a critical illness, etc.)

• Controllable events are those like investing in RRSPs, buying a home, reducing debt, putting aside emergency cash, education savings


Unable to attend but interested in this presentation?

Call or email me to book some time.


For more information contact

Mike Butean,BEng,CCS

Advisor , Sun Life

647-569-3799

Appointment Booking link: https://bit.ly/3fYCpjQ

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Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.

Book here! https://bit.ly/3fYCpjQ

#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
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You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

#WealthManagement #FinancialRoadmap #SunLifeOnePlan
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