Rodney Anton CFP® CIM®

Investor, Planner, Financial Coach

[Rodney Anton CFP® CIM® @Rodegwealth]

Summer can be a quieter season, but your financial life does not pause.

A mid-year review can help identify what should be adjusted before year-end pressure begins.

#MidYearReview #WealthPlanning

[Rodney Anton CFP® CIM® @Rodegwealth]

The best planning is not built around predicting the next market move.

It is built around knowing what you own, why you own it, how it fits, and what role it plays in your broader plan.

#WealthPlanning #PortfolioStrategy #EvergreenWealth

[Rodney Anton CFP® CIM® @Rodegwealth]

Volatility does not usually require a prediction. It requires a process.

Mid-year is a good time to review whether your portfolio, cash flow, tax strategy, and long-term goals are still working together.

#WealthPlanning #PortfolioStrategy #EvergreenWealth

[Rodney Anton CFP® CIM® @Rodegwealth]

IPO conversations often focus on access. Better planning questions are:

How much could I afford to lose?
How long could I hold through volatility?
Does this complement my plan, or distract from it?

#IPO #InvestingDiscipline #PortfolioManagement

[Rodney Anton CFP® CIM® @Rodegwealth]

Summer can be a quieter season, but your financial life does not pause.

A mid-year review can help identify what should be adjusted before year-end pressure begins.

#MidYearReview #WealthPlanning

[Rodney Anton CFP® CIM® @Rodegwealth]

When markets are volatile, what is your default reaction?

Do you look for opportunities, move to cash, stay the course, or avoid checking altogether?

Your answer can say a lot about whether your portfolio matches your actual risk tolerance.

#InvestorBehaviour #RiskManagement

[Rodney Anton CFP® CIM® @Rodegwealth]

Investment access is not the same as investment fit.

A good opportunity can still be wrong if it creates too much concentration, liquidity risk, tax friction, or complexity.

#PortfolioStrategy #WealthManagement

[Rodney Anton CFP® CIM® @Rodegwealth]

For many self-employed Canadians, June 15 is an important filing deadline. It is also a reminder that planning should not stop at filing.

The bigger opportunity is using the year ahead to plan cash flow, taxes, corporate structure, and investments more deliberately.

[Rodney Anton CFP® CIM® @Rodegwealth]

Mega IPO headlines can make investing feel urgent.

The better question is not, "How do I get access?" It is, "Where would this fit inside my overall plan, risk profile, liquidity needs, and timeline?"

#IPO #Investing #WealthManagement

[Rodney Anton CFP® CIM® @Rodegwealth]

Self-employed Canadians have a June filing deadline, but tax planning should not wait until forms are due.

The best opportunities are usually found earlier.

#TaxPlanning #CRA

[Rodney Anton CFP® CIM® @Rodegwealth]

Building wealth is one thing.

Keeping it organized across personal, corporate, and family priorities is another.

Coordination matters.

#FamilyWealth #IntegratedPlanning

[Rodney Anton CFP® CIM® @Rodegwealth]

June is a great time for a mid-year financial check-in: cash flow, tax strategy, investment positioning, estate documents, and any major life changes.

#FinancialCheckIn #WealthPlanning

[Rodney Anton CFP® CIM® @Rodegwealth]

A portfolio should be built for more than good years.

It should consider liquidity needs, income timing, tax impact, and how much volatility you can realistically live with.

#PortfolioStrategy #Investing

[Rodney Anton CFP® CIM® @Rodegwealth]

Volatile markets often make people ask, "Should I change something?"

A better first question is, "Has my long-term plan changed?"

#MarketVolatility #FinancialAdvice

[Rodney Anton CFP® CIM® @Rodegwealth]

The best planning conversations often start with a simple question: "What are we actually trying to accomplish with this money?"

#FinancialPlanning #PurposefulWealth

[Rodney Anton CFP® CIM® @Rodegwealth]

Most people review investments. Fewer review account structure, tax efficiency, estate flow, insurance, and liquidity together.

That is where planning can add real value.

#HolisticPlanning #WealthManagement

[Rodney Anton CFP® CIM® @Rodegwealth]

The goal is not to react to every market move.

The goal is to have a plan that lets you stay disciplined when markets test your patience.

#InvestingWisely #PortfolioManagement

[Rodney Anton CFP® CIM® @Rodegwealth]

As summer approaches, many families think about cottages, travel, and time away.

It is a good reminder: wealth should support the life you actually want to live.

#WealthPlanning #FamilyWealth

[Rodney Anton CFP® CIM® @Rodegwealth]

If your income is irregular, your planning should reflect that.

Commission, bonus, and business income require a different approach than a steady paycheque.

#CashFlowPlanning #HighIncomeEarners

[Rodney Anton CFP® CIM® @Rodegwealth]

Long weekends are a good reminder that wealth is not just about accumulation.

It is about creating freedom, flexibility, and options for the people you care about.

#VictoriaDay #WealthPlanning