Get More from Your Annual Financial Review

Your Financial Health = Your Overall Wellness

A recent study showed that 34% of Canadians who work with an advisor are far less likely to say money is their top source of stress (versus 48% of Canadians who don't)*. Working with a financial professional can help reduce stress while building your financial health and overall wellness. We call this wealthness—because your financial health and your personal wellbeing are connected. When your finances feel organized, stress goes down and confidence goes up. A quick annual review can help you feel more in control, financially and personally. 

What we’ll cover together

During your financial check up, we’ll walk through the essentials that keep your plan clear, current, and aligned with your goals.

• Performance & Market Context: A look at recent market trends, what happened, and what it means for your plan.
• Portfolio Snapshot: Review your holdings, returns, and how your allocation stacks up against your goals.
• Rebalancing Guidance: Recommendations to keep your investments aligned and on track.
• Personal Information Updates: Ensuring your details are accurate for smooth, seamless service.
• Life Events & Opportunities: From a new job to buying a home, inheritance, or early retirement planning—we’ll factor it all in.
• Fees & Reporting Preferences: Clear insight into costs and how you’d like to receive updates.

How should I prepare? (quick checklist)

• List major changes since the last review.
• Make current investment, pension, debt and insurance information available if requested.
• Note upcoming large expenses and changes in income or cash flow.
• Write down your top three questions.
• Review your latest statements and flag anything you do not understand.
• Define what a successful next 12 months would look like.

Relax: Show up ready to share in the conversation and we’ll keep things simple, clear, and actionable.

Book your annual review

Keep your financial plan up to date and your investments on track. Schedule your yearly check up with our advisors — offered in partnership with Aviso Wealth.

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