Financial Checklist

Finishing school and entering the workforce is both an exciting and daunting transition in life. The prospect of acquiring your first home, vehicle, and credit cards can be exhilarating, but it's crucial not to forget about paying back student loans, saving, investing, and securing adequate insurance. Understanding how to prioritize your responsibilities is key to getting a good head start, and your Advisor can help you sort through these financial opportunities and obligations. Some of the questions to ask your Advisor are:

  • Should I set up a monthly budget?
  • Do I need overdraft protection?
  • What do I need to know about credit cards?
  • How should I repay my student loan?
  • Should I open an RRSP?
  • Is it better to purchase or lease a car?
  • Should I buy or rent a home?
  • Do I need life insurance?