Getting life insurance for your baby can help protect you financially from the unthinkable. But there are other benefits too. Let's chat. https://t.co/I9BCedCYsU
More Canadians have TFSAs and RRSPs. But do they know how to use them? As an advisor, I can help you maximize your investment potential and grow your money tax-free. Let’s chat.
We’re almost halfway through 2023. Let’s make some business goals for the rest of the year!
1. Create or assess your business plan.
2. Assess your monthly budget.
3. Adjust your financial goals.
It's normal for markets to go up and down. Let's sit down to make sure your portfolio is diversified and aligns with your financial goals. https://t.co/kpfyVMkUJ0
No matter where you are on the retirement savings journey, here’s what you need to know about inflation, and what you can do to protect your plans for retirement. https://t.co/xByiulhS2c
As a small business owner, your business relies on you. But what happens if something were to prevent you from working? Let’s discuss how you can protect your business from the unexpected.
Thinking of therapy? It could be the first step to improving your mental health. This article explains what you need to know before booking that first appointment. https://t.co/2romMbT5y2
With inflation soaring, you may be relying on your credit card more than ever before. Let's discuss how you can use your credit card to help your current situation while avoiding too much credit card debt. https://t.co/Hujj8PLn0g
Financial check up! Have you been hitting your goals? Let’s set up some time to see how you’re progressing and if we can make your money work harder for you.
What does it take to be a great boss?
👉 Value every relationship
👉 Think about your team’s needs before your own
👉 Help your team grow
👉 Share the credit
👉 Shoulder the blame
What else makes a great boss? Let me know in the comments.
Retirement is a big transition for your money and your mind too. Adding social planning to your financial planning can make a big difference to your health during this time. https://t.co/yQ0BDOCzy5
Have you been worrying about the market dropping given the current state of the economy? Let's discuss your portfolio and how it might be impacted. https://t.co/RQFzlHUydy
Inflation and the cost of living is increasing at a rapid rate. Reach out to me to discuss what this means and how it will impact your savings and retirement plan. https://t.co/Xc9ww6gdE2