Working with a Financial Planner

Neil Smith - Aug 18, 2021
Why its important for your physical and financial health to work with a Financial Planner with their CFP designation.

Working with a Financial Planner

According to a survey by Leger for FP Canada May 21 – 23, 2021, 6 in 10 Canadians are not working with a financial planner and are not living financially stress-free.1

Are you 50 years old and working with a financial planner? If you're not, there's a good chance that finances may be a source of stress. Do you want a better plan as you head into your retirement?

It may feel stressful, but purchasing life insurance and/or critical illness insurance can help you take care of your family in case something happens (which can be a stressful thought in itself). The biggest impact of financial stress is health issues.2

Do you want to join the first group (4 in 10 who work with a financial planner) and lower your financial stressors?3

A three-year study of Canadians found that individuals with comprehensive financial plans feel:

  • More on track with their financial goals and retirement plans
  • More confident that they can deal with financial challenges in life
  • Better able to indulge in their discretionary spending goals
  • More on track with financial affairs4
  • More able to save in the last five years

Want to possibly reduce your financial stress and feel better about your finances? All it takes is one phone call or email to Neil Smith B.A., B.Ed., CFP.

Make that call today to book a meeting to start the process to build a financial plan, reduce your stress and get on the road to enjoying your retirement!


1. FP Canada White Paper – 2021 Financial Stress Test
2. FP Canada White Paper – 2021 Financial Stress Test
3. Information from Leger online survey done for FP Canada from May 21 – 23, 2021.
4. Online surveys of 1,510 Canadians was completed April 30-May 2, 2021, and 1,529 Canadians was completed May 7-9, 2021, using Leger’s online panel for a survey done for FP Canada.