Financially Prepared Individuals

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SIX TRAITS OF FINANCIALLY PREPARED INDIVIDUALS

  1. They have a financial plan in place.
  2. They have an appropriate level of debt and a plan to manage it.
  3. They’re saving for retirement.
  4. They take fewer sick days.
  5. They are more productive and engaged at work.
  6. They are more physically active.

How many traits do you have? Our certified financial planners are available to support your financial goals.

Contact us today for that chat!
*Source: Manulife/Ipsos Reid Health and Wealth Wellness Study 2014

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