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Let’s build the right plan for you, together

So much of what’s happening right now can feel like it’s out of our control—but getting a handle on your finances doesn’t have to be one of them. Whether you’re looking for advice on personal money management, or need an extra set of eyes to evaluate the state of your business, we’ll partner with you and create a plan to get you back on track. We’re here for you, no matter where you are.


To talk with our team, call us at 1.888.517.7000 and press the option for a Financial Health Check.

If you're a small business member, please call 1.855.375.7775.

Or book a virtual appointment below.
Book an appointment 

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Not sure where to start? That’s okay too. If you’re not sure what kinds of questions you should be asking, here are some areas of advice our team specializes in, and the types of services our members have been asking for most:

Navigating all the government resources and deferment options available to members can be, understandably, overwhelming. If you need a hand understanding what relief is available to you or your business, and how you can collect it, we’re here for you. Connect with our team, and we can walk you through all your options, and build a plan to help get you back on your feet.
Book an appointment
Navigating all the government resources and deferment options available to members can be, understandably, overwhelming. If you need a hand understanding what relief is available to you or your business, and how you can collect it, we’re here for you. Connect with our team, and we can walk you through all your options, and build a plan to help get you back on your feet.
Book an appointment
Managing Your Money
 What is the CERB and how do I collect it?
Here’s a quick guide to bring you up to speed on how the Canadian Emergency Response Benefit (CERB) works, who is eligible, and how you can apply. 
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MANAGING YOUR MONEY
 How to budget your CERB
Read our short guide about setting up an emergency budget to help you prioritize your spending, and help your CERB cover what matters most.
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Small Business Centre
 What is the Canada Emergency Business Account?
The Canadian government has introduced several measures to give businesses financial relief during COVID-19 including CEBA-read all about it.
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Managing Your Money
 What to do if you've lost your job to COVID-19
It can be incredibly challenging to face the reality of sudden unemployment because of COVID-19 but there are a few steps to help you get through.
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MONEY HELP
 How to manage your business's cash flow
Nicole from our Payments & Cash Management team digs into all things cash management, plus tools & tips for staying on top of your business's cash flow.
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MONEY HELP
 What’s the Right Financing for Your Business?
There are so many lending options for small businesses. How do you choose the right option? Read up on the things you should ask yourself before you decide.
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You’re still making ends meet, but given the unpredictable state of the economy, it can be challenging to find peace of mind in a climate that’s so uncertain. That’s why we’re here. Whether you need a hand creating a temporary budget to help you feel a bit more organized, or you’d like to set up a savings strategy to keep you or your business on a path forward, we can work together to build a plan that helps you breathe a little easier.

Book an appointment

You’re still making ends meet, but given the unpredictable state of the economy, it can be challenging to find peace of mind in a climate that’s so uncertain. That’s why we’re here. Whether you need a hand creating a temporary budget to help you feel a bit more organized, or you’d like to set up a savings strategy to keep you or your business on a path forward, we can work together to build a plan that helps you breathe a little easier.

Book an appointment

GROW YOUR MONEY
 How to automate saving
Learn how to inject more certainty into your savings through a technique known as pay yourself first, or a little more dramatically forced savings.
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GROW YOUR MONEY
 A guide to emergency savings
If you lost your job tomorrow, would you know how you'd pay rent next month? Keep reading for tips on how to start your own emergency savings fund.
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Small Business Centre
 A financial small business guide to getting through COVID-19
Read up on these six steps you can take toward putting your business on a sound financial footing during the COVID-19 pandemic.
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Small Business Centre
 What can your small business do to cope with COVID-19
Here are a few proactive steps you can take during the crisis to help lessen the financial strain on your small business during COVID-19.
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Small Business Centre
 Best small business practices during a recession
Read up on some tips to help your business survive a slowing economy, so you'll be in a position to thrive when we reach the other side.
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MONEY HELP
 How to set a budget you'll actually use.
Unlike your favourite hairdo from the early 90s, budgets are still in style - and here to stay. Here are steps to put together a budget you'll actually use.
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You feel like you’re starting to get your head above water in the current climate, but you may not be entirely sure what your personal or your business’ financial future holds—and that’s okay. Whether you’re curious about building an emergency fund, looking to improve your overall financial literacy, or just hoping to walk through your existing financial strategies to make sure they still align with your goals—we’re here for you.

Book an appointment

You feel like you’re starting to get your head above water in the current climate, but you may not be entirely sure what your personal or your business’ financial future holds—and that’s okay. Whether you’re curious about building an emergency fund, looking to improve your overall financial literacy, or just hoping to walk through your existing financial strategies to make sure they still align with your goals—we’re here for you.

Book an appointment

MANAGING YOUR MONEY
 Keeping a long-term view on the market
Learn all about why it's important to remind ourselves that market movements are normal, and markets do recover.
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GROW YOUR MONEY
 How to find right investment professional
Learn how to look for the right investment professional to help you reach all your financial goals.
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GROW YOUR MONEY
 Top 4 reasons you need a financial plan
A financial plan is an important tool for anyone who wants to manage their money effectively, whatever their income or net worth. Learn how it can help you.
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GROW YOUR MONEY
 How Financial Planners can optimize your savings strategy
Learn about all the parts of a comprehensive financial plan and how valuable it is to have a financial planner to help you navigate through it all.
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GROW YOUR MONEY
 Understanding your financial risk tolerance
All investments have a degree of financial risk. Finding where you fit on that scale is critical to your success. Find out how much risk you can handle.
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MONEY HELP
 Why it’s important to invest with a goal
If you’re not investing with a purpose, you’re on a road without a clear destination. Read up and learn about the benefits of goals based investing.
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Talk to our team today
Call us at 1.888.517.7000 and press the option for a Financial Health Check. If you're a small business member, please call 1.855.375.7775. Or book an appointment below.
Book an appointment
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