Talking About Financial Matters That Affect You and Your Organization

Year End Planning

Posted by John V. Sabourin

Nov 21st, 2022

Year End Planning

Year end financial planning is an essential process for individuals and businesses. It involves reviewing your income, expenses, and investments, as well as making necessary adjustments to your financial plan. This process allows you to take a comprehensive look at your financial situation and identify any areas that need improvement. For example, you may realize that you need to save more for retirement or that you are overspending on certain expenses. By identifying these issues early, you can take action to address them and avoid financial pitfalls down the road.

A Selectpath financial advisor can assist you with your year end financial planning. They can provide expert advice and guidance on a wide range of financial topics, including budgeting, saving, investing, and retirement planning. They can also help you create a personalized financial plan tailored to your unique needs and goals. Furthermore, a financial advisor can help you stay on track with your financial plan by providing regular check-ins and reviews. This ensures that you are making progress towards your financial goals and making the most of your money.

The chart below helps to illustrate some ideas you can use to help make your year end financial planning easier.


Year End Planning

Corporate Office - London

310-700 Richmond Street
London, ON N6A 5C7

Tel: (519) 675-1177

Toll-Free: (888) 327-5777



200-429 Exmouth Street
Sarnia, ON N7T 5P1

Tel: (519) 337-0807

Toll-Free: (877) 822-1522



305-1949 Upper Water Street

Halifax, NS B3J3N3

Tel: (902) 797-1391

Toll-Free: (833) 832-2230


Saint John

190-17 Canterbury Street

Saint John, NB E2L2C3

Tel: (506) 638-6549

Toll-Free: (833) 832-2230



Belle River, Ontario

1303 Essex County Road 22, Unit 303, N0R 1A0

Financial Tel: (519) 258-5510

Employee Benefits Tel: (519) 419-5515



1464 Cornwall Road, Unit 1

Oakville ON L6J 7W5

Tel: (866) 940-3777