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Financial Planning Month

Are they meeting your goals, getting the returns you expect and creating enough wealth for your retirement needs? It’s all too easy to get caught up with your day-to-day work and ignore your long-term goals of financial security. 

Resources

Resource | August 27, 2025

Three truths women can’t ignore

Meghan Hicks, a Lawyers Financial Advisor in Kelowna, British Columbia, helps many female lawyers manage their finances and plan for the future.

Article | August 31, 2020

Financial Planning Tips for Lawyers

In a year that will go down as one of the most unpredictable years many of us have experienced, Financial Planning Month – October – is a good time to review your plan and take some practical steps to ensure you are well prepared for the year ahead.

Resource | August 30, 2020

Questions for your advisor: Setting your financial goals (Part 2)

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. 

Resource | August 30, 2020

Questions to ask your advisor: Finding someone you can work with (Part 1)

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.

Resource | August 29, 2020

When should a lawyer get an advisor

“It’s never too early to get a financial advisor,” says Dawn Marchand, Chief Executive Officer of Lawyers Financial. She adds, “professional advice will help you to both build and protect wealth as you move through your career.” 

Resource | August 26, 2020

Families adjust financial values in the new normal

Many families have been facing a new kind of financial reality. From loss of income, to changing the way we work, to thinking about priorities, the conversation about money is changing. 

Resource | August 25, 2020

Have your avocado toast and eat it too

Why treating yourself can be a financially responsible act.

Resource | August 22, 2020

Life in plastic, it’s fantastic?

Making the case for millennials to switch from Debit to Credit.