S.M.A.R.T financial resolutions for 2025

January 2025

Wealth Wednesday

Join us for this month’s Wealth Wednesday segment on CHCH Morning Live, where Yvonne Delry, an investment specialist from FirstOntario Credit Union and Aviso Wealth, shares expert advice on setting S.M.A.R.T financial resolutions for 2025. Learn how to create specific, manageable, achievable, realistic, and time-bound financial goals to ensure your success in the new year.

In this episode, we cover:

The importance of setting S.M.A.R.T financial goals
How to categorize your expenses into wants and needs
Strategies for saving money, paying down debt, and spending smarter
Tips for partnering with a qualified financial advisor to stay on track

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. This content is provided for informational and educational purposes only, is subject to change without notice, and should not be considered financial, tax, legal, investment, or any other form of professional advice. Nothing presented constitutes a recommendation, solicitation, endorsement, or offer to buy or sell any mutual funds by Aviso Wealth, or any other products or services by FirstOntario Credit Union. The views expressed are those of the contributors and do not necessarily reflect those of Aviso Wealth. You assume all risks associated with the use of this content, including, without limitation, any reliance on its accuracy, completeness, or usefulness. Links to third-party websites may be included for convenience; neither Aviso Wealth nor FirstOntario Credit Union endorses or is responsible for the content of these external sites.