Skip to content
News & commentary

Is your financial plan protected?

Home News & Commentary Is your financial plan protected?
Jon Glougie

Jon Glougie

Building, implementing and monitoring a financial plan will help ensure that you put yourself in a position to achieve your goals, both now and in the future.

But what happens if your plan doesn’t go as planned? One of the most commonly missed or forgotten steps to the financial planning process is to ensure that you have minimized or accounted for any potential risks? What would happen to your financial plan if you were no longer able to earn an income? Or what would happen if you were met with an unforeseen illness that forced you to spend your retirement savings on treatment?

While these aren’t the most pleasant scenarios to think about when building your financial plan, they are certainly important aspects to consider.

Once your financial plan is built, remember to always try and poke holes in it. This will be the only way to ensure that your plan is complete. If you would like to learn more about the risk management process, contact us. We would be happy to help.

If you would like to discuss any aspect of your insurance, estate or risk needs, please contact Jon Glougie.


This information has been prepared by Luft Financial. Opinions expressed in this article are those of Luft Financial only and do not necessarily reflect those of iA Private Wealth. Furthermore, this does not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.

How do we elevate your wealth?

It begins with understanding your needs and creating a comprehensive and tailored financial plan to help reduce tax, manage risk and grow your portfolio over the long term. Learn more about how we help you achieve financial security and peace of mind.

News & commentary

November 2022 Portfolio Management Team Update

November 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth November 29, 2022 Market Review Global equities staged an unexpected rally in October for the second time in four months, as investors shrugged off concerns about inflation and rising interest rates, as well as a near-meltdown in UK government […]

Read more

October 2022 Portfolio Management Team Update

October 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth October 25, 2022 Market Review and Economic Environment Global equities plunged in September on escalating concerns about a recession arising from central banks’ attempts to quell inflation through rapid interest rate hikes. The Federal Reserve raised its benchmark interest […]

Read more

September 2022 Portfolio Management Team Update

September 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth September 15, 2022 Market Review and Economic Environment The summer rally that had enabled U.S. indices to claw back half their 2022 losses by mid-August came to a grinding halt in the second half of the month (Figure 1). […]

Read more