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Comprehensive financial planning services tailored to your goals, including retirement planning, investment strategy, tax-efficient planning, and life insurance solutions. We partner with individuals, families and small businesses to build clear, personalized plans that adapt as life changes. It’s never too late to get started!
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📣 The Local Scoop
We asked our local businesses to share their best tips, insights, or advice...
Straight from the experts who keep our community thriving!
Here's what Financial Planning Services has to share:
Findings from Fidelity's 2026 Retirement Report:
Written plans drive confidence
- Among pre-retirees, 86% of those with a written plan feel financially prepared for retirement, compared to just 41% of those without one. Similarly, 86% of pre-retirees with a written plan have a positive outlook on retirement versus 54% of those without a plan.
AI is becoming part of the planning journey
- 26% of pre-retirees and 11% of retirees reported using AI for financial planning purposes in the past 12 months. However, advisors remain the most trusted source of financial advice, with 57% of Canadians selecting an advisor as their most trusted source. Among Canadians who already work with an advisor, that figure rises to 88%.
Family support is influencing retirement decisions
- More than half of retirees (55%) reported providing financial support to adult children. In addition, 41% of pre-retirees said supporting their children is delaying their retirement plans to some extent.