To be effective, your financial planning should keep pace with any significant changes in your life.

In the past year, have you experienced any of the following?

• Marriage
• Death of a family member (parent, spouse, child)
• Marriage breakdown (separation, divorce)
• Addition of another dependant (child, elderly parent, etc.)
• Acquisition of property
• A change in the value of your property
• Sale of important assets
• Relocation to another province or country
• Acquisition of property in another country
• New job
• Loss of job
• A major change in your personal or group insurance program
• A major increase or decrease in your resources due to inheritance, purchase or disaster.

If you answered "Yes" to any of the above, you should consider a review your existing financial plans.

If you do not currently have a financial plan, please contact Ken MacCoy, RHU, RHU for details.

                 Take charge of your future today...

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When Your Plans Change