Are you sending the kids off to college or university? Set them up for success with a solid foundation of financial education.
Here are some tips for students and parents alike.
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Do you find yourself struggling to make ends meet each month? Is saving for retirement just a dream? Then it might be time to sit down and take a hard look at your budget and make some changes.
Check out this couple's story for inspiration: https://t.co/xJDXLEUNeG
Rules around minimum payments on credit cards have changed in Quebec and other provinces may soon follow.
The change is designed to help repay the debt accumulated on the credit card faster and give people a realistic approach to borrowing and repayment.
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The average undergraduate tuition in Canada is $6,838 per year .. and that doesn't include books, housing, and more!
Make sure you're prepared for your children's college years with an RESP. Dan Willett Financial can help you find the option that's best for you and your family.
Do you have questions about using the funds in your RESP?
With to back to school quickly approaching, here is a handy document with everything you need to know from the Government of Canada.
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It is never too early to start saving for your retirement. Read on for some excellent advice on setting retirement goals as early as in your 20’s: https://t.co/XeMYD6KbVf
When it comes to personal finances, knowledge is power!
How old were you when you first started learning about money? And how old were your kids when you started teaching them?
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Dan Willett has a passion for education and is constantly learning to serve his clients better. No investment strategy is foolproof but an informed plan is certainly advantageous. Make an appointment and learn more today with Dan. 705-645-7850.
Many Canadians feel that their well-being would improve if their employer offered a personalized wellness program.
Dan Willett Financial can assist you and your employees with Group Benefits consulting services and packages. Call today for more information at 705-645-7850.
It's the Civic Holiday long weekend! Whether you're at the cottage or the campsite, on vacation or staycation, may your weekend be filled with people and places and things you enjoy the most.
If we knew what the future held, life would be easy! Dan Willett can’t predict the future but he can help you make decisions so that you can achieve your financial goals. Call today at 705-645-7850.
Once you become a parent, your whole life changes. Dan Willett can help you celebrate and manage these big changes with full service investment, insurance and group benefits services. Give Dan a call today at 705-645-7850.
Life insurance comes in a number of different styles. Each has a place in the world and some will work for you and some will not. Trust Dan Willett to help you choose the plan that is right for you, your lifestyle and your budget. Call 705-645-7850 today.
Sure, that’s easy to say when you’re one of the most successful investors of all time! Let Dan Willett show you how easy it is to get started on saving for your goals. Call today at 705-645-7850. #WisdomWednesday
Ontario is moving forward with legislation that would require individuals using the titles of financial advisor or financial planner to have an appropriate credential and be overseen by a recognized credentialing body.
Find out more here: https://t.co/n0gIMtkKM2
Are you ready to take the LEAP? Dan Willett Financial can help!
Utilizing LEAP’s patented approach to financial planning, Dan will look at 3 key areas - PROTECTION, SAVINGS and GROWTH.
Get started today with a call to 705-645-7850.
Making the decision to retire can lead to huge emotional and financial changes. Make sure you’re prepared.
Dan Willett Financial will help ensure that your finances are in order to make the transition to retirement as smooth as possible. Call today. 705-645-7850