Why use a CFP?

November 2018 – Results from a Cdn survey done in advance of Financial Planning Week: • 65% don’t use financial planners mainly because they feel their portfolios are too small • 22% don’t know who to trust • 20% are too confused and overwhelmed to consider the matter • 19% are embarrassed about finances • 33% doubt their bank accounts could withstand a financial emergency • 28% aren’t confident they can achieve their financial goals • 62% rarely or never maximize RRSP contributions; and • 64% don’t have access to employer-matching retirement savings programs. So are you prepared for the future, or are you one of the many who fear outliving your money?