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Putting Plans Into Action

Putting Plans Into Action

Putting Plans Into Action

During the third meeting, Step 5 of a financial plan, the  focus is on implementation and putting plans into action!

A few examples of “Plans” are as follows.

  • RRSP (Registered Retirement Savings Plan)
  • RRIF (Registered Retirement Income Plan)
  • LIRA (Locked-in Retirement Account)
  • Life (Income Funds (LIF)
  • IPP (Individual Pension Plan)
  • RESP (Registered Education Savings Plan)
  • Tax Free Savings Account (TFSA) Plan
  • Non-Registered Investment Plan
  • Disability Insurance Plan
  • Life Insurance Plan
  • Critical Illness Plan
  • Long Term Care Plan

From the plan, there will also be  recommended products based upon your depending upon your goals.  Learn more about products by clicking here.



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