Having a financial plan is important for everyone regardless of their financial situation, but it is even more critical for individuals who are trying to rebuild after making a consumer proposal or filing personal bankruptcy. Many financial assets including RRSP, pensions, and life insurance are exempt from seizure by creditors (link exempt assets) and therefore need to be managed after filing. Financial planners can also assist in preparing savings plans, assessing insurance needs and planning for future major purchases, retirement and children’s education.
Over the years we have worked with the following Ontario Trusted Professionals in Financial Planning and can confidently recommend their services:
|Financial Planners||Cities Serviced|
|Waterloo, Kitchener, Cambridge, Guelph|
Chris Annett – Century Group – Sunlife Financial