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Financial Planning That Works for You


Given today’s economic climate and the state of the Canadian dollar, it’s no surprise to learn that millennials (and many other Canadians for that matter) have not put long-term investments or tax planning at the top of their lists when setting financial objectives.

With that being said, choosing to work alongside a financial advisor to develop a strategic tax plan that works to strengthen your financial future, is exactly what Canadian’s should be doing in times of economic crisis. Developing a customized plan that takes your unique financial situation and objectives into consideration, will help provide you with financial freedom when you need it most.

Loren Kroeker, Senior Vice President, Taxation Services, was interviewed by Business in Calgary. The article was published in February of 2016.​​