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Strategic Planning

At PIB Financial you can choose the level of comprehensive financial planning advice appropriate for your needs, and tailor it to your life-path.

We will create strategies that best help you achieve your specific goals, which may include buying a home, saving for your children’s education and planning for retirement.

When developing a strategic plan for you, we use a process to ascertain where you are now, what you need in the future, and what you should do to achieve your goals.

The process involves six steps:

This process ensures your strategic plan reflects your personal goals with special consideration to your expectations for investment growth and your ability to tolerate risk.

Your plan must be flexible enough to anticipate potential opportunities and allow for adjustments to your personal and financial circumstances and responsibilities as you move through different phases of life:

  • Major purchases such as a home
  • The birth and education of your children or grandchildren
  • Career or income change
  • Retirement

We will help you implement a strategy that is just right for you

You can have confidence and peace of mind knowing your strategic financial plan has aligned all of your financial resources to work toward your long-term financial goals. We can help you devise a plan that addresses objectives such as:

  • Saving for children’s education
  • Providing resources needed to support retirement dreams
  • Providing tax-efficient income
  • Planning consideration for business sale or succession

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AODA Customer Services Policy Statement

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through
Worldsource Financial Management Inc.
Other Products and Services are offered through PIB Financial.

All information provided is believed to be accurate and reliable however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.