Make your annual financial check-up count

Make your annual financial check-up count

Stay on track, adjust for life changes, and move forward with confidence—one focused meeting each year can make all the difference.

Book your annual review

Why a financial check-up matters

checkmark

Reconfirm your goals

checkmark

Track Your Progress

checkmark

Fine‑Tune Your Portfolio

checkmark

Address Fees & Preferences

checkmark

Reduce Financial Stress

checkmark

Plan Ahead with Confidence

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. 

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.

  • Share any new documents or updates: Bring along recent statements or details we should know.
  • Highlight changes in goals or cash flow: Whether big or small, every change helps us keep your plan aligned.
  • Bring your questions: From performance to service to next steps—we’ll make sure they’re answered.
  • Relax: Show up ready to share in the conversation and we’ll keep things simple, clear, and actionable.

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.

Contact Us

*FP Canada: https://www.fpcanada.ca/2025-financial-stress-index#FSI-resource *Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.