Share on LinkedInShare on LinkedIn

ARTICLE · 21 SEPTEMBER 2020

Questions For Your Advisor Part 2: Setting Your Financial Goals

Lawyers Financial
Explore more from Lawyers Financial

After settling on an advisor you feel you can work with, it's time for you to get down to the business of setting financial goals.

CanadaFinance and Banking
Lawyers Financial
Lawyers Financial
Author LinkedIn connections

After settling on an advisor you feel you can work with, it's time for you to get down to the business of setting financial goals.

This requires a whole new set of questions:

1. What is my current financial situation?

The first step is to look at your current financial picture, which includes your assets, debts and savings, and your risk tolerance. Sometimes it can feel like a scary thing, but it's not until you have all this information that you can start working to determine where the gaps and opportunities are.

Having a solid picture of your net worth will help you make informed decisions today about future financial planning.

2. What type of life insurance do I need?

We operate a free-to-view policy, asking only that you register in order to read all of our content. Please login or register to view the rest of this article.

Register for freeORLog in

View source

Related Articles

Legal Intelligence Newsletters: sign up for the latest legal and regulatory news on your chosen topics

Read more about

Related Comparative Guides

See more popular content from

Article

Speculation Or Security: Canada’s Evolving Regulatory Framework For Prediction Markets

Canadian securities regulators have established a limited framework for prediction markets, restricting which event contracts can be offered to investors and under what conditions. While certain economic and financial forecasts may be traded through authorized dealers, contracts based on political events, sports, or entertainment remain prohibited, and compliance with securities law does not resolve potential exposure under criminal gambling provisions.
CanadaFinance and Banking
McMillan LLP
McMillan LLP
Article

Prediction Markets In Canada: A Category-by-Category Regulatory Framework

Canadian regulators have established a category-by-category framework for prediction markets, permitting certain economic and financial event contracts through securities dealers while directing sports and entertainment contracts outside that regime. This emerging approach creates distinct regulatory pathways depending on contract structure and underlying event type, raising critical questions about classification, market integrity, and compliance for platforms, dealers, and financial institutions navigatin
CanadaFinance and Banking
Bennett Jones LLP
Bennett Jones LLP
Article

OSC Releases Crypto Asset Survey Results

The Ontario Securities Commission's 2026 survey reveals significant shifts in Canadian cryptocurrency adoption, awareness, and sentiment. With ownership rates more than doubling since 2023 and a growing belief that crypto will play a key role in Canada's financial system, the findings paint a picture of an evolving landscape where traditional financial advisors increasingly recommend crypto investments, yet regulatory awareness remains surprisingly low among the general population.
CanadaFinance and Banking
Osler, Hoskin & Harcourt LLP
Osler, Hoskin & Harcourt LLP