Should I include my children in my financial planning?

The Walton Financial Group in Barrie Ontario has advice about the inclusion of children in financial planning

Consult with a financial adviser about the best way to include your children in your financial decisions

It’s difficult to decide at what age to bring them in. It depends greatly on the individual child. But to the degree you can, include them, we recommend it . Many of our clients say that children rise to the occasion and learn from their involvement. Plus, you discover your children’s wishes and they see what you’re trying to do.

Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This Should I include my children in my financial planning? was prepared by Bradley Walton who is a Investment Funds Advisor at Walton Financial Group. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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