Life Events - Parenthood


It’s a boy! It’s a girl! Its twins! Congratulations!
Life as you knew it is gone and so brings the next chapter. Now is the perfect time to review your financial situation and plan for this new bundle of joy and changes to your lifestyle. I have attached some handy worksheets to help you on your way:

Financial Checklist
Budgeting for the Baby
Choosing a Doctor
College and University Funding
Estate Planning and Tax Changes
Going on Leave and Going Back to Work
Important Paperwork at Birth

 

Barbara Reid's Wealth Management Team
Your personal investment advisor in Burlington, Ontario