CFP services provided through Safebridge Financial Group
Mutual funds provided through Carte Wealth Management Inc.
I am a CFP and these are my personal opinion
This made me think of how I wanted to be a better Dad than my father. This convicted me to think about how I do things and the example I’ve been to my kids but more so how I can share this message with my kids so that they can be a better version of me. https://t.co/JKyBeKMOsB
You've done a great job growing your business and increasing your retained earnings. With success comes the need to invest those earnings so that they can grow. Your success also highlights the need for longer-term life insurance - perhaps for your life.…https://t.co/7xB4PTx8tn
You've done a great job maximizing your registered investments and you realize that you could face a sizeable tax liability during retirement and upon death. To add to this "slap on the face", you have more money to invest.
Your TFSA will only get you so…https://t.co/8dcaybwSMZ
You've done a great job maximizing your registered and non-registered investments but you aren't up for the market's rollercoaster ride. This is not a bad thing. As we get nearer to the end of our accumulation years, the excitement of the market wanes.…https://t.co/A1akeymmlv
You’ve done a great job so far! You are maximizing your employer’s pension plan, personal RRSP and your TFSA, and you have more to invest. What a great problem to have!
Consider using a life insurance policy to accomplish a number of things. Use the poli…https://t.co/BREFDom8V2
You own a corporation with significant (or hopefully) assets that are over-exposed to a single investment objective - low risk, fixed-income investments.
Do you desire a diversified, steady investment portfolio that will provide liquidity, create income…https://t.co/g0e449elHs
A client inspired me to create this infographic. Life insurance is not an "all in one" solution. Before selecting the type of policy, the need for insurance has to be identified. Working with a financial professional will help do both - identify the need…https://t.co/yBbqbmbo6Q
Many years ago, my father said something similar to me. They were wise words decades ago and still are. It should always be our intention to leave a place better than we found it. This holds true in our families, friendships, and our workplace. That’s a l…https://t.co/l7AwzorVQK