Neil Smith, BA, B.Ed, CFP
“I help hardworking Saskatchewan individuals and families to protect and grow their net worth for themselves, their family and their legacy.”
Welcome to your Canada Life.
Three great Canadian companies – Great-West Life, London Life and Canada Life – are coming together under one brand – the new Canada Life.
You may already know that Great-West Life, London Life and Canada Life have operated as separate brands under the same umbrella for nearly two decades. Now, they'll be transitioning to one brand – Canada Life.
Nothing changes for you. Your policy coverage and account will stay the same and you can reach these companies the same way you always have. Your relationship with me won't change either.
You might still have some questions about the change, and you may receive more information in your mailed statement. I encourage you to visit, www.canadalife.com/welcome to learn more about the brand story or we can schedule a time to chat.
Why is financial planning important?
Have you ever thought to yourself that everyone must be saving but you? Do you believe that financial planning is only for those wealthy few with lots of money to spare?
The reality is a high salary does not guarantee financial success, nor should a modest salary prevent financial success. The key step in successful financial planning is just getting started. Find a financial advisor who has the Certified Financial Planner (CFP) designation.
Financial planning can help you avoid mistakes such as generating too much debt, ignoring retirement opportunities provided by an employer, not having enough cash when you need it or having inadequate insurance.
Working with a financial planning professional with their CFP designation can help you make wiser decisions:
- Save at twice the rate as non-advised households*
- Feel better equipped for life’s unexpected events like financial emergencies, critical illness or premature death than non-advised households*
- Feel on track to retire when you want*
- Feel on track with financial affairs*
- More likely to take annual vacations, splurge and live the life you want.*
* Financial Planning Standards Council, www.fpsc.ca The Value of Financial Planning