How can you ensure your and your family’s financial well-being? This is one of the most important questions you’ll have to answer during your lifetime.
- Have you reviewed your personal finances recently?
- How much do your debts, savings and investments amount to?
- Have you taken the time to look at all your sources of income and your expenses?
- Have you planned for your retirement?
- Have you set specific savings and investment objectives?
Whether you're planning your financial future for the very first time or reviewing your current plan, it's important to be able to answer these questions clearly.
Fortunately, taking stock of your personal finances can be easy if you have the right information and tools.
Where do you begin?
Download the brochure Reviewing Your Personal Finances? (pdf - 5 MB)This link will open in a new window
It will explain clearly and simply how to:
- Prepare a balance sheet
- Make a monthly budget
- Set financial goals
You don’t need to make complex calculations for financial planning. There are tools that will do that for you. Check out our calculators and calculation tables.
It’s important to plan for your retirement. In just a few minutes, our Mon plan, je le fais maintenant! calculator will show you how much you need to save for your retirement.
It’s never too late
The right time to take control of your finances is right now!
If you’re young, planning your finances now will give you a head start.
If you are nearing retirement, or you are already retired, taking hold of your finances will improve your financial situation later.End of the insight
Documentation and toolsGuide to Financial Planning for Retirement – 2016-2017 Edition (pdf - 2 MB)This link will open in a new windowUpdated on September 28, 2016 Inflation and Life Expectancy: A Dangerous Combination for Your Retirement? (pdf - 803 KB)This link will open in a new windowUpdated on August 30, 2010 Reviewing Your Personal Finances (pdf - 5 MB)This link will open in a new windowUpdated on June 14, 2016
Calculator - Available in French only