How do I apply the strategies suggested in My Game Plan?

Once you add a strategy, tasks appear in your to-do list. You then need to implement these actions yourself and update your plan accordingly.

01Select strategies

After entering all your data into My Game Plan, go to the Recommendations section in the left-hand menu.

My Game Plan screen where an arrow shows the location of the “Recommendations” section. My Game Plan screen where an arrow shows the location of the “Recommendations” section.

The tool will suggest personalized strategies to help you reach your goals. Select the ones that interest you and click Apply to add them to your plan.

My Game Plan screen where a strategy is highlighted. My Game Plan screen where a strategy is highlighted.
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To learn more, click on Strategy details. You'll find explanations on how and why the strategy improves your plan!

02Generate your action list

Selected strategies are added to your to-do list. This list serves as a reminder of the strategies you need to implement and their execution dates. To access it, select To-do List from the left-hand menu, then click Generate To-dos.

My Game Plan screen where the “Generate To-Dos” button is highlighted. My Game Plan screen where the “Generate To-Dos” button is highlighted.
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You'll need to click Generate To-dos each time you update any information in your plan.

03Implement the strategies

You are responsible for carrying out the strategies yourself. In the example shown, Lina chose to increase her automatic transfer to her FlexiFonds TFSA by $100 per month. She will complete this action herself in her online account and can rely on support from a FlexiFonds mutual fund advisor if needed.

My Game Plan screen where the to-do list is highlighted. My Game Plan screen where the to-do list is highlighted.

04Update your plan

Once you've implemented a strategy, update your plan accordingly. Keep your to-do list for future reference. One step at a time, you'll get closer to your goal!

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To view a record of the strategies you've applied and the details of different projections, click Download my plan in the top right corner of your dashboard.

Need help taking action?

FlexiFonds mutual fund advisors are here to support you. Reach out to the team for human guidance—at no cost and with no pressure.

1-833-383-2121

Monday to Thursday, from 9 a.m. to 8 p.m., and Fridays from 9 a.m. to 5 p.m.

FlexiFonds mutual fund advisors
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