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Establish the client/planner engagement

Your planner should

You and your planner should

You and your planner should



Gather data and determine your goals and expectations

Your planner should

You and Your planner should



Clarify your present financial status and identify any problem areas and opportunities

Your planner should



Develop and present the financial plan

Your planner should

You and Your planner should



Implement your financial plan

Your planner should



Monitor the financial plan

You and Your planner should

If your planner is in charge of the process, your planner should

This review should include

  Professional Designations
Glen Rankin  
CIM Canadian Investment Manager
PFP Personal Financial Planner
CFP Certified Financial Planner
FMA Financial Management Advisor
FCSI Fellow of the Canadian Securities Institute