Viviplan

Note, you require a unique code received on purchasing before you may sign up

Name

Do all of the following apply to you?

I live in Canada
I don't live in Quebec
I understand my plan will include a detailed asset mix that suits my goals, but won't include specific security recommendations.
I do not require international tax planning
I'm not an incorporated business owner
I don't own any investment properties (this excludes my home and cottage)
I only have accounts in Canada

Yes, All of the above apply to me One or more of the above don't apply to me - But I've spoken with the Viviplan team and they've indicated I'm still a good fit One or more of the above don't apply to me - I've not spoken with someone on the Viviplan team yet to clarify if I'm a good fit