CERTIFIED FINANCIAL PLANNER now at iA Investia Financial Services. 27.5 years of experience, I'm here for my clients and ready to help new relationships.
Many families are surprised by how complex cottage succession can be. This piece offers a clear starting point for thinking it through. #LegacyPlanning#FamilyCottage https://t.co/OroyVezDe5
As retirement approaches, the question shifts from “Do I have enough?” to “Is my money supporting what matters most?” This piece looks at how mindful planning creates a richer, more balanced life. https://t.co/OWwBC8xWEP
Market volatility can feel unsettling, especially when headlines turn negative. Do you sell, buy or hold? If you’re feeling uncertain or want to review your strategy, let’s talk. https://t.co/uslMLVVZOV
Just earned my Liquid Alternatives Mutual Fund certificate from CSI 🎉
Liquid alts add diversification beyond stocks & bonds—helping manage risk and strengthen portfolios. Excited to bring this to client strategies!
#LiquidAlts#CSI#CFP#CIRO
@maddenifico Canada's trade relationship with the U.S. is unique. The massive surplus Canada runs with the U.S. essentially offsets large deficits with other major global partners. The U.S. is the destination for about 75% of Canada's total exports. Ya, lets just destroy that relationship.
Ready to maximize your retirement planning efforts?! Let's talk about strategies to get you one step closer to the retirement of your dreams! Here's a quick look 👇 at some of the best practices to keep in mind! #RetirementPlanning#MoneyMatters#RetireHappy
Many families do not talk about it. Whether it is a feeling of greed from the kids bringing it up or the parents feel everything will work out. https://t.co/aRogUUfvga
Many families do not talk about it. Whether it is a feeling of greed from the kids bringing it up or the parents feel everything will work out. https://t.co/1I5rmiYpv4
@joncoopertweets The names need to be made public. This is a serious matter going on around the world. This case has been buried and out the public forum.
@breakfasttv@Sid_Seixeiro@DinaPugliese Well said Sid, the shoveling is more of a symbol of how deep the mess he and the provincial and federal government have made the last few years.
@Nautigurl @iMadgen01 Request a D-Dimer blood test. It is a blood test that determines if you have micro blood clots. A few people who I suggested get it, have found out they have these clots. When all other tests seem to be coming up negative.