HOW OFTEN SHOULD I REVISIT MY FINANCIAL PLAN?

Once you have a plan in place, commit to re-evaluating it at least once a year. Often this review coincides with tax season or the RRSP contribution deadline, but it can be scheduled for any time that works for you and your planner.

If you’ve undergone a change in your job status or family situation, or any other significant life change, make an appointment to take a look at your plan even if it’s been less than a year.