Planning Is Very Important

By Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial
 
The June edition of The Bulletin is here as summer is in motion. We have an extra day of summer this year, so let’s make the most of it! 
 
Summertime usually equates to downtime, vacations, and special moments with friends and family.  
 
It is also a good time to take a breather and set aside some time, whether that’s 15 minutes or 1 hour, to make sure your financial plan is where you want it to be and to take steps to further your financial goals. 
 
Click below to watch the full video of this discussion, or scroll even further to view some shorter clips from the discussion.
 
I hope you are enjoying the start of summer! 
 

Here is the full video:

And here are the shorter clips:

Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial
mark@bullfinancial.ca
905-576-0230

This is a general guide only and is not intended to replace professional financial and tax advice in any form. Please consult a professional financial advisor on how it relates to your situation. The information provided here is accurate as of the date of publication.

Related posts

Send us a message