The best financial advisor or planner for you will have the right credentials, necessary licenses, and a clear interest in meeting your specific needs.
https://t.co/t7lq9pxwn2
Yes! But I wonder what's being asked.
Ontario high school students will soon need to pass financial literacy test to graduate | CBC Accessibility https://t.co/ObapcO3QSy
What's really wrong is when someone paying 1%+ at 1M or higher, and not getting a basic plan at all. And when they do it's half-baked - missing insurance and estate planning and an implementation plan.
@myownadvisor@globeandmail We’ve seen plans priced anywhere from $3,000 to $7,000+.
There’s nothing wrong with charging $7,000.
There is something wrong with charging $7,000 for a static document that doesn’t address sequence risk or implementation.
It's sad to hear he lost his fight to cancer, but I don't see the words life insurance, only GoFundMe.
This is my PSA today: PM me for a free consultation call.
#crimsoncares#financialplanning#lifeinsurance
https://t.co/nHRenZuCV8
If you're in the 58% with just work coverage, there's a good chance your surviving spouse will burn through it in less than a year or two.
#CrimsonCares#LifeInsurance#FinancialPlanning
42 per cent of Canadians don’t have life insurance: survey
https://t.co/77yqucZrTg
🎉 That’s a wrap on our #Webinar: Leaving Corporate for Advisory!
Thanks to @TaraYDowney, @HermanHChan, and @_bchaps for sharing real-world insights on transitioning to independent advisory.
💻 Missed it? See the recap: https://t.co/1iT90Pr3rQ
Before being recruited into financial services, @HermanHChan, president and certified financial planner at Crimson Financial in Toronto, wanted to be a sports reporter. In his second year of journalism school, he interviewed Vince Carter at the peak of his popularity and then-NBA commissioner David Stern. “So, I did accomplish my goal of being a sports reporter for a day,” he says. He spoke with Brenda Bouw about the variable-rate mortgage he took out in 2021 and why he went independent. https://t.co/5eYIzAdiPr
@CanadaTaxGuy I don't want anyone to rely on a potential inheritance for their retirement projections. There's always a chance that parent or relative could change their mind at the very last second.
I never include inheritance in financial freedom planning until they actually get the money.
And yes, most people with assets or responsibilities have done little or nothing when it comes to estate planning.
Many people are fighting with their siblings over land back home and yet, they’re skipping getting will and estate planning.
Either they don’t see the urgency or they fully expect that their family will figure it out when they pass…