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:

  1. Prepare a balance sheet
  2. Make a monthly budget
  3. Set financial goals

And then?

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.

For retirement

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.

Insight

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