Plan your future

Sitting across from a potential investment advisor can feel a lot like a high-stakes job interview. But here’s the thing: you are the employer, and they are the candidate. In a city like Mississauga, where the financial landscape is dominated by big bank towers near Square One and sprawling corporate offices in Meadowvale, it’s easy to feel like just another number in a giant database. We’ve seen it time and again at Plan Your Future. People walk in with a folder full of "free" bank plans that don't actually tell them how they’ll retire in Port Credit or put their kids through school. To find the best certified financial planner in Mississauga , you need to peel back the curtain and ask the questions that bank brochures tend to avoid. Before you hand over a cent of your hard-earned savings, ask these five critical questions to ensure you’re hiring a partner, not a salesperson. 1. "Are You a Fiduciary 100% of the Time?" This is the single most important question...

When it comes to planning for retirement, many Mississauga residents tend to make simple but costly mistakes. While these mistakes may seem minor at first, they can result in long-term financial challenges if left unaddressed. Whether you’re starting your retirement planning journey or have been saving for years, understanding these common mistakes can help ensure you’re on the right path. As a retirement planning advisor Mississauga , I’ve seen these mistakes time and time again. The good news is, with the right guidance, they are easy to avoid. In this blog, we’ll walk through the top retirement planning mistakes that many Mississauga residents make and how you can avoid them. 1. Not Starting Retirement Planning Early Enough One of the most common mistakes people make is not starting their retirement planning early enough. Many individuals believe that retirement is too far away to think about, or they assume they can “catch up” later. Unfortunately, waiting too long can limit your ...

When it comes to managing money, investors want more than charts and market commentary—they want understanding, trust, and guidance that fits their real lives. In a growing city like Mississauga, many people prefer working with someone who understands the local economy, employment landscape, and financial realities. This is why so many investors choose a investment advisor Mississauga who is local, accessible, and invested in the community. Local advice brings clarity, context, and confidence to long-term financial decisions. At Plan your future, guidance is designed to be personal, transparent, and aligned with the goals of Mississauga residents. Local Knowledge Makes Financial Advice More Relevant Financial decisions don’t happen in isolation. Housing costs, employment trends, tax considerations, and lifestyle choices vary by location. A local advisor understands how these factors influence saving, investing, and retirement planning. Working with a investment advisor Mississauga mea...