It's important to keep your plan on track or to update it as a result of new priorities.
Your financial advisor will work with you to:
- Provide you with a progress report against your plan objectives.
- Refine plan details.
- Change priorities, such as adding strategies to provide for education funds for children/grandchildren.
- Consider how to deal with new life events such as new children, marriage or even divorce.
- Understand the impact of external factors such as changing interest rates or changing market conditions.
No matter what occurs in your life, you can call on your financial advisor to revisit your plan and help you make the necessary adjustments.
Your financial advisor will also alert you to events or external issues that may affect your planning strategies.
Here's how to put your financial information to work:
- Come into your nearest Scotiabank branch and talk to an advisor about tailoring a plan that's right for you.
- OR call 1-800-4SCOTIA (1-800-472-6842).
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