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Financial planning tips

June 26, 2017

What to ask when you’re building wealth (Video)

Before you decide what products and strategies to use to build up the money you need to reach your goals, you should ask yourself some key questions.

Where do I stand financially right now? Where do I want to wind up? Who can help me?

These are some of the important questions you need to ask yourself when you want to build up your savings and investments so you can achieve your financial goals. In this video, Sun Life Financial advisor Mark Coutts1 reviews a few common scenarios and shares some sensible advice.

1 Mark Coutts, MBA, CFP,® CHS, RPA, FDS, Coutts Financial Services Inc., Sun Life Financial advisor.

 Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.

Sun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies.

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