PERSONAL FINANCE CANADA
FINANCIAL PLANNING AND SAVING FOR THE FUTURE

Create a plan to save for the future leveraging RRSP, TFSA and RESP accounts, depending on your needs. Identify opportunities for investment to make your money work for you.

BUDGETING

Building a detailed budget that you can track and reflect on consistently is imperative. Categorize spend and pick up on your trends to improve your budget or course correct.

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RETIREMENT PLANNING

Develop a detailed plan for retirement to secure your comfort. Planning for your retirement and the traditional methods of savings are important. There are options available that leverage your investments and properties to increase your current monthly cash flow if needed.

DEBT CONSOLIDATION STRATEGY

If you have multiple debt facilities and mortgages, it can be worth consolidating to lower your total monthly payment and interest rate. Beware of debt consolidation services that can come at high interest rates and penalties, work with our professionals for a second opinion.

APPLYING FOR COVID-19 AND OTHER GOVERNMENT BENEFITS

Applying for Covid-19 and other government benefits may be confusing, our professionals can help walk you through the process and explain the benefits and nuances.

SOFTWARE SOLUTIONS

Find the right solution to budget and track your spend by category, subcategory, and vendor, to the lowest level. Truly understand your trends and actions to determine your options to improve or course correct.

REVIEW AND ADVICE ON CURRENT PRACTICES AND SERVICES

Fisherman Financial can provide a review on your current practices and services to determine if there is opportunity for improvement.

EDUCATION AND TRAINING

Fisherman Financial is willing to provide the services above or train and educate you and your team to perform the services independently.

Interested in Learning More?

To learn more, read up on our blog or feel free to book a one-on-one consultation with us.