Financial Service Advisor offering Life, Health, Group Insurance & Investments. Mutual Fund Representative
You can use your TFSA as a tax shelter to grow your savings. 💰 But what should you do with it? 🤔 Click on your choice in the video. 👇
A part of the answer can be found here: bit.ly/38v15HR
Are you making the most of your TFSA?🐷💸🏦
2020 brings good cheer for investors who like to squeeze the most out of their tax-free savings accounts. As of Jan.1, total contribution room will be extended by $6,000.
Here are the facts with women living longer, having a financial advisor by their side during divorce is crucial for long-term financial planning. Who's on your side?
A new study finds that over 95% of women do not use a financial advisor when going through a divorce despite having a list of monetary goals they want to meet.
🤔🤔🤔Interesting... Don't forget the deadline RRSP contributions for the 2019 tax year is March 2, 2020!!
It takes only a few minutes to set up a simple, smart contribution plan that will see your savings grow year-round. Here’s how.
The facts are the RRSP is one of the best tax planning strategies available to Canadians. It's not just about using them but using them correctly!! Are you making the most of your RRSP??
Let's talk about it
Plus, some new personal finance apps, tools and websites for saving money
Whether you're a couple years from retirement or it seems like a lifetime away, your retirement strategy should always be adjusting. What does your strategy look like in 2020?
Contact me and let's discuss your personalized retirement plan
Whether you’re starting in your 20s or catching up in your 40s, this overview will get you thinking about the retirement you want and how to get there.
Another reason why having a financial plan and financial advisor makes 'cents' and dollars 🤣🤣🤣
Getting good advice can pay dividends beyond your bank account
What financial resolution did you set for 2020?
In order to stay motivated and to start the new year on the right foot, here are some tips that will help you stay on track, follow your budget and save. 👉 bit.ly/2sXOk9r
What does your retirement budget look like?
Do you have one?
The fear their savings and a pension won’t be enough to get them to their goal
You've probably already set some resolutions in order to manage your finances and kick-off 2020 on the right foot. 📝 Discover some of our tips to keep these resolutions alive beyond the month of January! 👇
Is debt one of your biggest worries? Managing debt is a key component of a healthy financial future. The first step is to stop the bleeding contact me and let's discuss your 2020 financial goals
🤔Hmmm... what does your 2020 financial roadmap look like?
Start this new decade off right with a comprehensive and personalized financial plan!🤩
Contact me and let's discuss your bright financial future!!🔮
You don't own a crystal ball. You can't foresee births, deaths, divorces, stock market swoons or huge rallies. So make a financial plan.
"We spend January 1st walking through our lives, room by room, drawing up a list of work to be done, cracks to be patched. Maybe this year, to balance the list, we ought to walk through the rooms of our lives ... not looking for flaws but for potential."
#Goodbye2019 #Hello2020 #HAPPYNEWYEAR2020 #2020 #HAPPYNEWYEAR #Newyear #Newyearseve #Newyears #Newyearsresolution
Does your retirement plan or lack of one keep you at night?? Contact me and let's find out how to get your sleep cycle in line with your finances
A new book says “basic” retirement at age 65 can be achieved with just $375,000 in retirement savings for a single person or $200,000 for a couple.
It's the day before Christmas🎄 and you don't have a gift!! No need to panic here are some neat crafts you can put together to make you a gift giving expert 😉
Sleigh your holiday season with these 15 clever gift ideas!
🤔Did you know that it's more important to create a steady income throughout retirement, rather than just being concerned with running out of money💲💸? The key to a successful retirement is having income that keeps pace with inflation. Do you have an income strategy, contact me and let's discuss your financial plan
Creating a steady income throughout retirement that keeps pace with inflation should be the primary focus for investors and their advisors, experts say
Looking to sell your house? ‘Tis the season to decorate! 🎄
Holiday home buyers are serious about buying a home. So, get ready to be merry and bright and deck the halls.
Discover some tips for a holiday home staging here. 👇
If there’s a magic age to have kids, no one has found it yet. But if you've had your children later than expected it can be hard envisioning a smooth retirement. Here's what you need to know about navigating your finances as an older parent
It can be even tougher to stay on track with saving for your retirement and your kids' education. We asked three financial pros for their best tips.
If you are looking to start 2020 in a better financial position, your biggest hurdle will be this holiday season⛄❄🎄
We all love the joy of gift giving but here are some tips on how navigate your Christmas budget
#christmas2019 #financialplanning #financialwellness
Christmas Shopping on a Budget | Unique tips to help you shop for holiday gifts on a budget. #blackfriday2019 I|I| VIDEO LINKS 》Get #Christmas Spending Plan:...
⏳ Life isn’t short… living is the longest thing you’ll ever do!!⏳
And with longer life expectancy comes the need to be more mindful with finances in the lead up to, and following, retirement. Let’s make sure you’re well established and equipped with a healthy financial footing into retirement. Contact me and let’s formulate a personally customized financial plan for your long goals
This is funny but brutally honest grading system gives you a budget on how much to spend on Christmas presents for loved ones depending on how naughty or nice they've been to you🤣
/CNW/ - With less than a month until Christmas, Finder Canada is the only comparison site asking you the tough yuletide questions: Did your Dad forget your...
If you’re trying to get out of debt or just improve your financial outlook, this time of year can easily become crazy and stressful. Here are some tips on how to not go broke.
If you're looking for more of a personalized strategy, contact me and discuss creating YOUR comprehensive financial plan!!
If your cash flow month to month feels like you are walking on a tightrope, I imagine the months leading up to December can feel.
Keeping your fireplace safe is important not only for your family but also the old man in red 🎅
What's better than warming up by a cozy fire on a cold winter evening? Just make sure to follow these fireplace safety tips to stay toasty and secure.
With the Ontario government’s cancellation of OHIP’s out-of-country travellers program this coming January, snowbirds need to remember that accidents and medical emergencies can happen …
Everyone knows why life insurance is important, but many of us choose to ignore the reality of what would happen without it. The results could be devastating. The facts are you NEED life insurance, contact me today and let's discuss your insurance needs
Some advice for for all of us last minute shoppers...
When Jordann Brown was a student, she once was so caught up with exam season that she forgot to get her Christmas gifts in the mail ahead of the holidays. "If you miss the shipping deadline,. . .
Healthy relationships require a healthy level of communication. That level of commitment also spills over when it comes to talking about finances. It's not the most romantic topic, but it's crucial for any relationship's long-term survival especially since money is the biggest stresser in a relationship. Here is some advice on how to talk about finances with your partner
Money talks. But how should couples talk about money?
#fridayfacts A money market fund is a kind of mutual fund that invests only in highly liquid instruments such as cash, cash equivalent securities, and high credit rating debt-based securities with a short-term. As a result, these funds offer high liquidity with a very low level of risk.
Money market funds should be used as a place to park money temporarily before investing elsewhere or making an anticipated cash outlay; they are not suitable as long-term investments.
Increased spending may mean good for the economy as a whole. But here are some tips to prevent holiday spending hangovers.
1. Start saving early for the holiday season
2. Create a budget (and stick to it!)
3. Find those deals deals deals!!!
4. Think outside the gift box
5. Tackle debt all year long
Myles Gooding, national retail leader at PwC Canada, joins BNN Bloomberg to discuss the top trends to watch this holiday shopping season.
Today is the first day of #financialplanningweek2019, do you have your financial plan in place?? A financial plan is important because it clearly defines your goals and keeps you working toward them. Did you know that I offer customized personal comprehensive financial plans? Contact me today and let's discuss YOUR plan
#fridayfacts The price-to-earnings ratio indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. This is why the P/E is sometimes referred to as the price multiple because it shows how much investors are willing to pay per dollar of earnings #financialliteracymonth
Are you aware that November is Canadian Financial Literacy Month!! Grab a hold of your finances and take advantage of this online Financial Goal Calculator. The Financial Goal Calculator is designed to help you manage your debt and savings goals.
Calculate how to pay down your debt and reach your savings goals.
#fridayfacts Asset allocation is the practice of dividing an investment portfolio into different types – or classes – of assets, such as stocks, bonds, and cash. Asset allocation helps investors reduce risk through diversification.
An easy way to think of asset allocation is thinking of a practical example/analogy. A street vendor for example selling both sunglasses and umbrellas. The street vendor would never sell both items at the same time but having both in stock helps even out their revenue regardless of whether it is raining or sunny outside on a given day. #financialplanningweek2019
Time is running out to take advantage of the insurance industries best income for life bonus for 2019! Clients that sign up with Desjardins into a new Helios2 75/100 Guaranteed Lifetime Withdrawal Benefit contract are eligible to receive a full protected value bonus of 6%.
For investors headed toward retirement that have been through the market highs and lows, 75/100 GLWB is the solution to help protect their retirement peace of mind when another bear market hits. Eliminate worries about reducing their retirement income in the event of a severe correction, and the worries about running out of retirement income… as well as offer protection for their estate and beneficiaries.
To get your quote or learn more about Desjardins income for life options, contact me and let's discuss you options #financialplanningweek2019
Saving money is an essential to making sure you can retire. But (as you'll see from the article) saving efficiently and putting your money to work for you is how you retire comfortably. Contact me and let's talk about the difference!!
Alberta couple is playing it too safe
#fridayfacts If you aren’t working toward anything specific, you’re likely to spend more than you should. You’ll then come up short when you need money for unexpected bills, not to mention when you want to retire. You might get stuck in a vicious cycle of credit card debt and feel like you never have enough cash to get properly insured. This why you need a specific timeline for your financial goals! Put a date on it and follow through!!📅
Here are some quick tips on how to trick or treat like pro!! Happy Halloween🎃👻
One in three Canadians report that they would not be able to handle a financial emergency. The key to overcoming such an event is being proactive rather reactive. Contact me and let's discuss how to put a game plan in place to handle any situation
Toll free: 1-877-992-9978
According to FP Canada’s Cross-Country Checkup, one in three Canadians report that they would not be able to handle a financial emergency. A CFP professional is there to help you to rebuild and put a game plan into place and arrive at a well-rounded decision to handle the situation.
120 King Street W. Suite 210
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What I can do for you...
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan
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174 King St W
100 Main Street West,
77 James Street North,
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151 York Blvd., Suite #203,
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