Financial Planning
Peace of Mind Starts with a Financial Plan
With so much going on in the world today, many Canadian investors feel stressed when looking ahead; but did you know there is a proven way to improve your mental wellbeing when making financial plans? A recent FP survey focused on financial stress noted that working with a certified financial planner helps individuals feel more confident and prepared for their future. We all know time is short, so rather than trying to figure it all out yourself, why not work with a professional with the expertise to help guide you towards success and stability?
The FP study found that Canadians who work with a financial professional are less likely to be stressed about money and less likely to lose sleep due to financial concerns. Only 17 per cent of those surveyed who work with a financial planner said they have mental health challenges (such as depression and anxiety) due to financial stress. For the survey participants who do not use a financial planner, this number was much higher at 40 per cent. Overall, individuals reported feeling less anxious about expenses, retirement planning, saving, and debt management if they partnered with a financial planner for advice.
Likewise, a 2024 Ipsos study for IG Wealth Management noted that partnering with a financial professional empowers Canadians with greater confidence towards their financial future. It is clear that getting good advice has many benefits, and the financial confidence boost can set you on track towards a brighter financial future.
Taking action to reduce financial stress is important for our mental health and wellbeing. If you’re feeling uncertain or would just like the peace of mind that comes from a little assistance, reaching out to a financial professional is a great move. Choosing to work with one of Tandia’s helpful investment professionals will not only give you back the precious time you would have spent trying your hand with some “DIY Investing”, but it will leave you feeling confident that your money, and your future, is in good hands. No matter your age or financial situation, you deserve sound advice that is in your best interest. Reach out to us today to find out how we can help get you started.
