Low Financial Services Inc.
Area(s) served: Muskoka, Ontario
We look at the big picture
At Low Financial Services, our top priority is helping you achieve a lifetime of financial security. We understand that your goals and needs are unique, so we take a personalized approach to provide you with tailored advice and solutions.
With a focus on holistic planning, we'll work closely with you to create a comprehensive plan that supports your financial well-being now and into the future. Whether you're a female head of household, young family, small business owner, or just starting out, we're here to empower you to feel confident in your financial decisions.
We provide advice that you can trust.
Our transparent and goal-oriented advice, combined with our step-by-step process, ensures that you're on the right path to meet your needs.
We'll provide you with insights and options to keep you informed and on-track, leveraging a mix of investment and insurance solutions.
Where do we start?
Serving the Muskoka region, including Bracebridge, Huntsville, Bala, and Port Carling, as well as surrounding areas, we're dedicated to helping you achieve a lifetime of financial security.
Contact us today to book your in-person or virtual appointment and take the first step towards a confident financial future.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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But here’s the truth. 🫶 It’s not about you, or for you — it’s for the people you love.
Term life insurance is one of the simplest and most affordable ways to protect your family financially if something happens to you.
✔️ Cover the mortgage
✔️ Replace lost income
✔️ Protect your kids’ future
Give your family time to grieve—not stress about money 💕
You can lock your rate in based on your age and heath today, for a specific term. 💪🏼 There’s so many other benefits that you can add to a term contract to add value, too.
I’ll talk about how to calculate what you need when it comes to term life next time.
✨ If you’ve been putting this off, this is your sign. Get yourself an Advisor to talk about the products that will work best for you… term life being one option! ✨
Let’s make sure your family is protected.
📩 DM me to book a quick intro call to learn more about working with us.
To qualify, you need to:
🇨🇦 Live in Canada
🎂 Are of legal age
📉 Aren’t over 71
🏡 Haven’t owned a home in 4 years
If you meet these criteria, then you’re good to go ✅
PSA: You read that right! You can be a “first time home buyer” more than once. The 4 year rule is an important one ☝🏼
Follow along for more tips around money management, including financial concepts surrounding your wealth, life, and health ♥️
That extra amount doesn’t just sit there…
It gets hit with a 1% tax penalty EVERY month 😬 And it keeps going until you fix it.
Here’s how to stop it:
✔️ Withdraw the excess (may be taxable)
✔️ Make a tax-free designated withdrawal
✔️ Transfer it to your RRSP/RRIF
✔️ Or wait for new room (but the penalty continues until then)
The FHSA is one of the best tools for first-time buyers… 👏🏼 But only if you use it properly.
Save this so you don’t forget 🔖 And send it to someone who’s trying to buy their first home 🏡
Follow for more easy to follow money tips 👏🏼
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