Has Covid changed your budget?
If so here is a budget sheet and cash flow statement you can adjust to help your family.
If so here is a budget sheet and cash flow statement you can adjust to help your family.

Summer has a way of speeding things up. Between vacations, family plans, weekends away, and trying to enjoy a bit of good weather while Canada allows it, financial goals can easily get pushed to the side.
That is why mid-year is a smart time to pause and do a quick financial check-in.

Building wealth matters. So does protecting it.
A strong financial plan is not only about growing assets. It is also about making sure one unexpected event does not put unnecessary pressure on everything you have worked hard to build.
That is why income protection should be part of the conversation, not an afterthought.
*These posts are for educational purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances. Some of the information contained herein might be from sources believed to be reliable, however, we cannot guarantee that it is accurate or complete. The views expressed are those of the authors and writers only. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Newton Financial Ltd.