Stay informed
Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Though it's not a topic anyone finds enjoyable, planning for intergenerational wealth transfer is some of the most meaningful work I feel that I do. Hearing client feedback, such as the testimonial below, reminds me just how invaluable those conversations are.
"After selling our farm land and needing to find a financial/estate planner we happened upon Angela which was our next best decision that we had made. She helped us to get our financial plans in order including setting up a life insurance plan that would ensure our children and grandchildren would benefit from our money and not the government.
Angela is very personable and friendly and she has become like family to us and treats us the same way. We never feel overwhelmed when dealing with her as she explains everything in a way that we both can understand without getting frustrated. She is very down to earth and her office and staff are also very friendly with a great atmosphere so we always feel welcomed when we go there.
Her recap emails to us after our meetings are always very detailed and easy to understand. She has surpassed our expectations for a financial planner in all ways and we will continue to recommend her and Fiducia Financial Solutions to everyone we can."
#ClientTestimonial
"After selling our farm land and needing to find a financial/estate planner we happened upon Angela which was our next best decision that we had made. She helped us to get our financial plans in order including setting up a life insurance plan that would ensure our children and grandchildren would benefit from our money and not the government.
Angela is very personable and friendly and she has become like family to us and treats us the same way. We never feel overwhelmed when dealing with her as she explains everything in a way that we both can understand without getting frustrated. She is very down to earth and her office and staff are also very friendly with a great atmosphere so we always feel welcomed when we go there.
Her recap emails to us after our meetings are always very detailed and easy to understand. She has surpassed our expectations for a financial planner in all ways and we will continue to recommend her and Fiducia Financial Solutions to everyone we can."
#ClientTestimonial
Though it's not a topic anyone finds enjoyable, planning for intergenerational wealth transfer is some of the most meaningful work I feel that I do. Hearing client feedback, such as the testimonial below, reminds me just how invaluable those conversations are.
"After selling our farm land and needing to find a financial/estate planner we happened upon Angela which was our next best decision that we had made. She helped us to get our financial plans in order including setting up a life insurance plan that would ensure our children and grandchildren would benefit from our money and not the government.
Angela is very personable and friendly and she has become like family to us and treats us the same way. We never feel overwhelmed when dealing with her as she explains everything in a way that we both can understand without getting frustrated. She is very down to earth and her office and staff are also very friendly with a great atmosphere so we always feel welcomed when we go there.
Her recap emails to us after our meetings are always very detailed and easy to understand. She has surpassed our expectations for a financial planner in all ways and we will continue to recommend her and Fiducia Financial Solutions to everyone we can."
#ClientTestimonial
"After selling our farm land and needing to find a financial/estate planner we happened upon Angela which was our next best decision that we had made. She helped us to get our financial plans in order including setting up a life insurance plan that would ensure our children and grandchildren would benefit from our money and not the government.
Angela is very personable and friendly and she has become like family to us and treats us the same way. We never feel overwhelmed when dealing with her as she explains everything in a way that we both can understand without getting frustrated. She is very down to earth and her office and staff are also very friendly with a great atmosphere so we always feel welcomed when we go there.
Her recap emails to us after our meetings are always very detailed and easy to understand. She has surpassed our expectations for a financial planner in all ways and we will continue to recommend her and Fiducia Financial Solutions to everyone we can."
#ClientTestimonial
#DYK that by 2026, Canadian women are set to inherit a staggering $900 billion in assets, marking a historic milestone as they take the helm of nearly half of the nation's accumulated wealth for the first time?
This #InternationalWomen'sDay, let's celebrate the power and potential of women and wealth. Proactive money management and seeking professional advice are important steps for us as women, stepping into this role of financial stewardship.
💡 Key strategies for women's financial empowerment:
Be prepared: Anticipate the future and equip yourself with the knowledge needed to make informed decisions.
Set clear financial goals: Define your aspirations and create a roadmap for achieving them.
Engage with financial advisors: Collaborate with experts who understand your unique financial journey.
By embracing these strategies, women can leverage their inheritance not only to secure their financial future but also to navigate potential life challenges. Today let's celebrate the incredible impact women make in shaping the financial landscape! 💪
#IWD2024 #FinancialEmpowerment #WealthManagement
This #InternationalWomen'sDay, let's celebrate the power and potential of women and wealth. Proactive money management and seeking professional advice are important steps for us as women, stepping into this role of financial stewardship.
💡 Key strategies for women's financial empowerment:
Be prepared: Anticipate the future and equip yourself with the knowledge needed to make informed decisions.
Set clear financial goals: Define your aspirations and create a roadmap for achieving them.
Engage with financial advisors: Collaborate with experts who understand your unique financial journey.
By embracing these strategies, women can leverage their inheritance not only to secure their financial future but also to navigate potential life challenges. Today let's celebrate the incredible impact women make in shaping the financial landscape! 💪
#IWD2024 #FinancialEmpowerment #WealthManagement
#DYK that by 2026, Canadian women are set to inherit a staggering $900 billion in assets, marking a historic milestone as they take the helm of nearly half of the nation's accumulated wealth for the first time?
This #InternationalWomen'sDay, let's celebrate the power and potential of women and wealth. Proactive money management and seeking professional advice are important steps for us as women, stepping into this role of financial stewardship.
💡 Key strategies for women's financial empowerment:
Be prepared: Anticipate the future and equip yourself with the knowledge needed to make informed decisions.
Set clear financial goals: Define your aspirations and create a roadmap for achieving them.
Engage with financial advisors: Collaborate with experts who understand your unique financial journey.
By embracing these strategies, women can leverage their inheritance not only to secure their financial future but also to navigate potential life challenges. Today let's celebrate the incredible impact women make in shaping the financial landscape! 💪
#IWD2024 #FinancialEmpowerment #WealthManagement
This #InternationalWomen'sDay, let's celebrate the power and potential of women and wealth. Proactive money management and seeking professional advice are important steps for us as women, stepping into this role of financial stewardship.
💡 Key strategies for women's financial empowerment:
Be prepared: Anticipate the future and equip yourself with the knowledge needed to make informed decisions.
Set clear financial goals: Define your aspirations and create a roadmap for achieving them.
Engage with financial advisors: Collaborate with experts who understand your unique financial journey.
By embracing these strategies, women can leverage their inheritance not only to secure their financial future but also to navigate potential life challenges. Today let's celebrate the incredible impact women make in shaping the financial landscape! 💪
#IWD2024 #FinancialEmpowerment #WealthManagement
Did you know that effective planning for intergenerational wealth transfer is not just about assets, but also about values and legacies?
In today's rapidly evolving financial landscape, the importance of preparing for the transfer of wealth between generations cannot be overstated. From minimizing tax implications to preserving family harmony, there are numerous considerations to weigh.
This month I'll delve into the essentials of intergenerational wealth transfer, including:
✅ Understanding the dynamics of wealth transition
✅ Exploring strategies for effective estate planning
✅ Navigating the complexities of tax implications
✅ Fostering open communication and family harmony
What questions fo you have, or what advice would you like to hear when it comes to properly planning the transfer of your family legacy? Let me know in the comments!
#IntergenerationalWealth #EstatePlanning #LegacyBuilding
In today's rapidly evolving financial landscape, the importance of preparing for the transfer of wealth between generations cannot be overstated. From minimizing tax implications to preserving family harmony, there are numerous considerations to weigh.
This month I'll delve into the essentials of intergenerational wealth transfer, including:
✅ Understanding the dynamics of wealth transition
✅ Exploring strategies for effective estate planning
✅ Navigating the complexities of tax implications
✅ Fostering open communication and family harmony
What questions fo you have, or what advice would you like to hear when it comes to properly planning the transfer of your family legacy? Let me know in the comments!
#IntergenerationalWealth #EstatePlanning #LegacyBuilding
Did you know that effective planning for intergenerational wealth transfer is not just about assets, but also about values and legacies?
In today's rapidly evolving financial landscape, the importance of preparing for the transfer of wealth between generations cannot be overstated. From minimizing tax implications to preserving family harmony, there are numerous considerations to weigh.
This month I'll delve into the essentials of intergenerational wealth transfer, including:
✅ Understanding the dynamics of wealth transition
✅ Exploring strategies for effective estate planning
✅ Navigating the complexities of tax implications
✅ Fostering open communication and family harmony
What questions fo you have, or what advice would you like to hear when it comes to properly planning the transfer of your family legacy? Let me know in the comments!
#IntergenerationalWealth #EstatePlanning #LegacyBuilding
In today's rapidly evolving financial landscape, the importance of preparing for the transfer of wealth between generations cannot be overstated. From minimizing tax implications to preserving family harmony, there are numerous considerations to weigh.
This month I'll delve into the essentials of intergenerational wealth transfer, including:
✅ Understanding the dynamics of wealth transition
✅ Exploring strategies for effective estate planning
✅ Navigating the complexities of tax implications
✅ Fostering open communication and family harmony
What questions fo you have, or what advice would you like to hear when it comes to properly planning the transfer of your family legacy? Let me know in the comments!
#IntergenerationalWealth #EstatePlanning #LegacyBuilding
Yesterday I held a fun client appreciation event and I can't thank my fantastic clients enough for joining our special movie morning! It was a blast watching, laughing, and connecting with all of you.
Your support means the world to me, and this event was a small token of my gratitude. Sharing moments outside the financial world is always a pleasure!
#ClientAppreciation #Gratitude #CommunityBuilding
Your support means the world to me, and this event was a small token of my gratitude. Sharing moments outside the financial world is always a pleasure!
#ClientAppreciation #Gratitude #CommunityBuilding
Yesterday I held a fun client appreciation event and I can't thank my fantastic clients enough for joining our special movie morning! It was a blast watching, laughing, and connecting with all of you.
Your support means the world to me, and this event was a small token of my gratitude. Sharing moments outside the financial world is always a pleasure!
#ClientAppreciation #Gratitude #CommunityBuilding
Your support means the world to me, and this event was a small token of my gratitude. Sharing moments outside the financial world is always a pleasure!
#ClientAppreciation #Gratitude #CommunityBuilding
One of the best birthday gifts I received!
I am looking forward to learning more about this initiative and supporting their transformation for girls around the world. https://plan-international.org/
I am looking forward to learning more about this initiative and supporting their transformation for girls around the world. https://plan-international.org/
One of the best birthday gifts I received!
I am looking forward to learning more about this initiative and supporting their transformation for girls around the world. https://plan-international.org/
I am looking forward to learning more about this initiative and supporting their transformation for girls around the world. https://plan-international.org/
🌟Succession Planning Success Story 🌟
In the world of financial planning, every client's journey is unique and inspiring. I recently had a conversation with a client facing a pivotal decision: trading the stress of their business for a more fulfilling life.
Our discussion was a testament to the power of forward thinking and careful planning. The choice they made to sell was not just right for them but also for their family's future.
What makes this story even more remarkable is the prospect of the purchaser retaining them to continue their work. It's a great example of the best of both worlds—paving the way for a fulfilling life while preserving their legacy.
This experience reminds me why I'm passionate about succession planning. Guiding clients towards a brighter future is a privilege.
If you're ready to explore your financial options and secure a prosperous legacy, let's chat.
#SuccessionPlanning #FinancialPlanning #ClientSuccessStory #LegacyBuilding
In the world of financial planning, every client's journey is unique and inspiring. I recently had a conversation with a client facing a pivotal decision: trading the stress of their business for a more fulfilling life.
Our discussion was a testament to the power of forward thinking and careful planning. The choice they made to sell was not just right for them but also for their family's future.
What makes this story even more remarkable is the prospect of the purchaser retaining them to continue their work. It's a great example of the best of both worlds—paving the way for a fulfilling life while preserving their legacy.
This experience reminds me why I'm passionate about succession planning. Guiding clients towards a brighter future is a privilege.
If you're ready to explore your financial options and secure a prosperous legacy, let's chat.
#SuccessionPlanning #FinancialPlanning #ClientSuccessStory #LegacyBuilding
Building long and lasting relationships is something I value deeply. As some of you may know, I took time recently to travel to Italy with my family. On our trip I was fortunate to reconnect with a friend whom I've known since my time working at Bombardier 20+ years ago. Bruno, an Italian Air Force pilot, who was training in Canada at that time, and I struck up a friendship and he spent many Sunday dinners with my family.
Fast forward to my recent trip to Italy, my daughter and I were invited to stay with Bruno (Colonel DiTora) and his beautiful family in Caserta. They welcomed us with open arms, and we had such a lovely time together. The top picture is us in Positano!
This experience has me reflecting on the significance of maintaining relationships – both in my personal and professional life – and how much joy it brings to stay in touch with friends and clients both near and far!
Fast forward to my recent trip to Italy, my daughter and I were invited to stay with Bruno (Colonel DiTora) and his beautiful family in Caserta. They welcomed us with open arms, and we had such a lovely time together. The top picture is us in Positano!
This experience has me reflecting on the significance of maintaining relationships – both in my personal and professional life – and how much joy it brings to stay in touch with friends and clients both near and far!
Building long and lasting relationships is something I value deeply. As some of you may know, I took time recently to travel to Italy with my family. On our trip I was fortunate to reconnect with a friend whom I've known since my time working at Bombardier 20+ years ago. Bruno, an Italian Air Force pilot, who was training in Canada at that time, and I struck up a friendship and he spent many Sunday dinners with my family.
Fast forward to my recent trip to Italy, my daughter and I were invited to stay with Bruno (Colonel DiTora) and his beautiful family in Caserta. They welcomed us with open arms, and we had such a lovely time together. The top picture is us in Positano!
This experience has me reflecting on the significance of maintaining relationships – both in my personal and professional life – and how much joy it brings to stay in touch with friends and clients both near and far!
Fast forward to my recent trip to Italy, my daughter and I were invited to stay with Bruno (Colonel DiTora) and his beautiful family in Caserta. They welcomed us with open arms, and we had such a lovely time together. The top picture is us in Positano!
This experience has me reflecting on the significance of maintaining relationships – both in my personal and professional life – and how much joy it brings to stay in touch with friends and clients both near and far!
I’m proud to share that after several months of hard work I’ve officially achieved my designation as a Chartered Financial Divorce Specialist (CFDS)!
Life-long learning and career development are so important to me, but beyond that, this certification is near and dear because I’ve experienced the financial impacts of divorce having watched my mother struggle through one herself.
I’m looking forward to offering a newly specialized set of skills and knowledge to help potential clients navigate divorce situations while staying on track for successful financial futures!
#CFDS #LifelongLearning
Life-long learning and career development are so important to me, but beyond that, this certification is near and dear because I’ve experienced the financial impacts of divorce having watched my mother struggle through one herself.
I’m looking forward to offering a newly specialized set of skills and knowledge to help potential clients navigate divorce situations while staying on track for successful financial futures!
#CFDS #LifelongLearning
I’m proud to share that after several months of hard work I’ve officially achieved my designation as a Chartered Financial Divorce Specialist (CFDS)!
Life-long learning and career development are so important to me, but beyond that, this certification is near and dear because I’ve experienced the financial impacts of divorce having watched my mother struggle through one herself.
I’m looking forward to offering a newly specialized set of skills and knowledge to help potential clients navigate divorce situations while staying on track for successful financial futures!
#CFDS #LifelongLearning
Life-long learning and career development are so important to me, but beyond that, this certification is near and dear because I’ve experienced the financial impacts of divorce having watched my mother struggle through one herself.
I’m looking forward to offering a newly specialized set of skills and knowledge to help potential clients navigate divorce situations while staying on track for successful financial futures!
#CFDS #LifelongLearning
Rising interest rates, retirement and 'shrinkflation' among Canadians' key concerns
Have you been feeling like products that are going up in price are also getting smaller at the same time?
It’s not you - it’s a phenomenon known as “shrinkflation” and according to a recent survey it’s a top concern of Canadians right now:
https://www.wealthprofessional.ca/news/industry-news/rising-interest-rates-retirement-and-shrinkflation-among-canadians-key-concerns/377758
If you’re looking for solutions to make the most of your money today and for the future, let’s talk! Send me a message or get in touch via my website.
#Shrinkflation #Inflation
It’s not you - it’s a phenomenon known as “shrinkflation” and according to a recent survey it’s a top concern of Canadians right now:
https://www.wealthprofessional.ca/news/industry-news/rising-interest-rates-retirement-and-shrinkflation-among-canadians-key-concerns/377758
If you’re looking for solutions to make the most of your money today and for the future, let’s talk! Send me a message or get in touch via my website.
#Shrinkflation #Inflation
Summer weather is perfect for staying active outdoors ☀️
Take advantage of seasonal activities like swimming, bike riding and hiking. Even just long walks around your neighbourhood are a great way to keep your body moving!
#HeathySummer #StayingActive
Take advantage of seasonal activities like swimming, bike riding and hiking. Even just long walks around your neighbourhood are a great way to keep your body moving!
#HeathySummer #StayingActive
Summer weather is perfect for staying active outdoors ☀️
Take advantage of seasonal activities like swimming, bike riding and hiking. Even just long walks around your neighbourhood are a great way to keep your body moving!
#HeathySummer #StayingActive
Take advantage of seasonal activities like swimming, bike riding and hiking. Even just long walks around your neighbourhood are a great way to keep your body moving!
#HeathySummer #StayingActive
Our health summer #TipTuesday series continues, and this week is all about preventing sunburns.
Sunblock becomes less effective as time passes and if you're in and out of water. Set a reminder to reapply every couple of hours to stay safe!
#SummerTips #SafeSummer
Sunblock becomes less effective as time passes and if you're in and out of water. Set a reminder to reapply every couple of hours to stay safe!
#SummerTips #SafeSummer
Our health summer #TipTuesday series continues, and this week is all about preventing sunburns.
Sunblock becomes less effective as time passes and if you're in and out of water. Set a reminder to reapply every couple of hours to stay safe!
#SummerTips #SafeSummer
Sunblock becomes less effective as time passes and if you're in and out of water. Set a reminder to reapply every couple of hours to stay safe!
#SummerTips #SafeSummer
This month's #TipTuesdays are all about staying healthy this summer season!
Naturally you and your family will be spending a lot of time enjoying the outdoors. A convenient way to make sure everyone stays hydrated is to bring along refillable water bottles.
#SummerTips #SafeSummer
Naturally you and your family will be spending a lot of time enjoying the outdoors. A convenient way to make sure everyone stays hydrated is to bring along refillable water bottles.
#SummerTips #SafeSummer
This month's #TipTuesdays are all about staying healthy this summer season!
Naturally you and your family will be spending a lot of time enjoying the outdoors. A convenient way to make sure everyone stays hydrated is to bring along refillable water bottles.
#SummerTips #SafeSummer
Naturally you and your family will be spending a lot of time enjoying the outdoors. A convenient way to make sure everyone stays hydrated is to bring along refillable water bottles.
#SummerTips #SafeSummer
The final #TuesdayTravelTip this month is about spending smart on your trip ✈️
Save money when using your credit card abroad by saying no to merchants offering to convert your purchases into Canadian currency, a service known as dynamic currency conversion.
It might sound convenient, but it often comes with high fees and less favorable exchange rates than the more competitive rates offered by your credit card provider.
Whenever you have the choice, go for the local currency option and keep more money in your pocket for those unforgettable travel experiences!
#SmartTravelTips #CreditCardTips
Save money when using your credit card abroad by saying no to merchants offering to convert your purchases into Canadian currency, a service known as dynamic currency conversion.
It might sound convenient, but it often comes with high fees and less favorable exchange rates than the more competitive rates offered by your credit card provider.
Whenever you have the choice, go for the local currency option and keep more money in your pocket for those unforgettable travel experiences!
#SmartTravelTips #CreditCardTips
The final #TuesdayTravelTip this month is about spending smart on your trip ✈️
Save money when using your credit card abroad by saying no to merchants offering to convert your purchases into Canadian currency, a service known as dynamic currency conversion.
It might sound convenient, but it often comes with high fees and less favorable exchange rates than the more competitive rates offered by your credit card provider.
Whenever you have the choice, go for the local currency option and keep more money in your pocket for those unforgettable travel experiences!
#SmartTravelTips #CreditCardTips
Save money when using your credit card abroad by saying no to merchants offering to convert your purchases into Canadian currency, a service known as dynamic currency conversion.
It might sound convenient, but it often comes with high fees and less favorable exchange rates than the more competitive rates offered by your credit card provider.
Whenever you have the choice, go for the local currency option and keep more money in your pocket for those unforgettable travel experiences!
#SmartTravelTips #CreditCardTips
Today on National Indigenous Peoples Day, we proudly recognize and honor the rich cultural heritage, resilience, and contributions of Indigenous peoples across Canada.
This day serves as a reminder to continue fostering meaningful relationships and engaging in dialogue that amplifies Indigenous voices and perspectives.
Let's stand together in creating a future that embraces diversity, fosters inclusion, and acknowledges the rightful place of Indigenous peoples in shaping our shared history.
#NIHM2023 #NIPD2023
This day serves as a reminder to continue fostering meaningful relationships and engaging in dialogue that amplifies Indigenous voices and perspectives.
Let's stand together in creating a future that embraces diversity, fosters inclusion, and acknowledges the rightful place of Indigenous peoples in shaping our shared history.
#NIHM2023 #NIPD2023
Today on National Indigenous Peoples Day, we proudly recognize and honor the rich cultural heritage, resilience, and contributions of Indigenous peoples across Canada.
This day serves as a reminder to continue fostering meaningful relationships and engaging in dialogue that amplifies Indigenous voices and perspectives.
Let's stand together in creating a future that embraces diversity, fosters inclusion, and acknowledges the rightful place of Indigenous peoples in shaping our shared history.
#NIHM2023 #NIPD2023
This day serves as a reminder to continue fostering meaningful relationships and engaging in dialogue that amplifies Indigenous voices and perspectives.
Let's stand together in creating a future that embraces diversity, fosters inclusion, and acknowledges the rightful place of Indigenous peoples in shaping our shared history.
#NIHM2023 #NIPD2023
This month's travel #TipTuesdays continue with advice for preparing for your trip ✈️
If you're travelling abroad, check with your bank to find out if they have partner banks or ATMs so you can avoid the high currency exchange fees at airports and tourist destinations. And if you don't want to pay cash, use a credit card that offers no foreign transaction fees.
Save this post for reference later!
#SmartTravelTips
If you're travelling abroad, check with your bank to find out if they have partner banks or ATMs so you can avoid the high currency exchange fees at airports and tourist destinations. And if you don't want to pay cash, use a credit card that offers no foreign transaction fees.
Save this post for reference later!
#SmartTravelTips
This month's travel #TipTuesdays continue with advice for preparing for your trip ✈️
If you're travelling abroad, check with your bank to find out if they have partner banks or ATMs so you can avoid the high currency exchange fees at airports and tourist destinations. And if you don't want to pay cash, use a credit card that offers no foreign transaction fees.
Save this post for reference later!
#SmartTravelTips
If you're travelling abroad, check with your bank to find out if they have partner banks or ATMs so you can avoid the high currency exchange fees at airports and tourist destinations. And if you don't want to pay cash, use a credit card that offers no foreign transaction fees.
Save this post for reference later!
#SmartTravelTips
With Mother's Day coming up this weekend, I want to take the opportunity to share my latest proud Mom moment.
My beautiful daughter, Vita, is graduating from grade 12 this year and was accepted into a post secondary program of which she is one of only 30 students accepted each year. I could not be more proud!
I am so glad I saved in her RESP for all these years, as now we can focus on her needs without any financial worry. We contributed the maximum for 10 years and let the markets do the rest. Despite living through the 2008 market crash and this latest one, the discipline of staying the course has really paid off!
Happy early Mother's Day to all the proud Moms out there 😊
My beautiful daughter, Vita, is graduating from grade 12 this year and was accepted into a post secondary program of which she is one of only 30 students accepted each year. I could not be more proud!
I am so glad I saved in her RESP for all these years, as now we can focus on her needs without any financial worry. We contributed the maximum for 10 years and let the markets do the rest. Despite living through the 2008 market crash and this latest one, the discipline of staying the course has really paid off!
Happy early Mother's Day to all the proud Moms out there 😊
With Mother's Day coming up this weekend, I want to take the opportunity to share my latest proud Mom moment.
My beautiful daughter, Vita, is graduating from grade 12 this year and was accepted into a post secondary program of which she is one of only 30 students accepted each year. I could not be more proud!
I am so glad I saved in her RESP for all these years, as now we can focus on her needs without any financial worry. We contributed the maximum for 10 years and let the markets do the rest. Despite living through the 2008 market crash and this latest one, the discipline of staying the course has really paid off!
Happy early Mother's Day to all the proud Moms out there 😊
My beautiful daughter, Vita, is graduating from grade 12 this year and was accepted into a post secondary program of which she is one of only 30 students accepted each year. I could not be more proud!
I am so glad I saved in her RESP for all these years, as now we can focus on her needs without any financial worry. We contributed the maximum for 10 years and let the markets do the rest. Despite living through the 2008 market crash and this latest one, the discipline of staying the course has really paid off!
Happy early Mother's Day to all the proud Moms out there 😊
Tip Tuesday!
One of the most important aspects of your finances you need to communicate with your loved ones is what money/items are where and who to contact to access everything in the event something unexpected happens.
Making a "financial map" – whether it's digital (i.e. on a thumb drive) or printed and stored securely - is a great way to give them the information they'll need to do what needs to be done.
#BenefitsofCommunication #FinancialPlanning
One of the most important aspects of your finances you need to communicate with your loved ones is what money/items are where and who to contact to access everything in the event something unexpected happens.
Making a "financial map" – whether it's digital (i.e. on a thumb drive) or printed and stored securely - is a great way to give them the information they'll need to do what needs to be done.
#BenefitsofCommunication #FinancialPlanning
Tip Tuesday!
One of the most important aspects of your finances you need to communicate with your loved ones is what money/items are where and who to contact to access everything in the event something unexpected happens.
Making a "financial map" – whether it's digital (i.e. on a thumb drive) or printed and stored securely - is a great way to give them the information they'll need to do what needs to be done.
#BenefitsofCommunication #FinancialPlanning
One of the most important aspects of your finances you need to communicate with your loved ones is what money/items are where and who to contact to access everything in the event something unexpected happens.
Making a "financial map" – whether it's digital (i.e. on a thumb drive) or printed and stored securely - is a great way to give them the information they'll need to do what needs to be done.
#BenefitsofCommunication #FinancialPlanning
7 tips for executors
In my practice I've had many clients who have taken on the role of power of attorney or executor on behalf of a loved one, most often a parent. Taking on these roles can be very stressful, especially when there's been a lack of communication from that loved one, whether it be about the specifics of their financials or even their overall wishes.
If you've been tasked with taking on the role of executor for a loved one, check out these tips that can help alleviate some of the stress: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/seven-tips-for-executors/
#EstatePlanning #FinancialPlanning
If you've been tasked with taking on the role of executor for a loved one, check out these tips that can help alleviate some of the stress: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/seven-tips-for-executors/
#EstatePlanning #FinancialPlanning
Tip Tuesday!
If you're looking to trim down your grocery budget, pull out those flyers!
You can save as much as 60% by price matching or using coupon sites like Canada Savings Group.
#BudgetTips
If you're looking to trim down your grocery budget, pull out those flyers!
You can save as much as 60% by price matching or using coupon sites like Canada Savings Group.
#BudgetTips
Tip Tuesday!
If you're looking to trim down your grocery budget, pull out those flyers!
You can save as much as 60% by price matching or using coupon sites like Canada Savings Group.
#BudgetTips
If you're looking to trim down your grocery budget, pull out those flyers!
You can save as much as 60% by price matching or using coupon sites like Canada Savings Group.
#BudgetTips
Women and money: 7 steps for financial empowerment
Financial confidence is something I work towards with all my clients, most especially with my female ones.
Here are 7 steps all women can take toward harnessing financial empowerment:
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-women-can-build-their-financial-confidence/
#WomenAndMoney
Here are 7 steps all women can take toward harnessing financial empowerment:
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-women-can-build-their-financial-confidence/
#WomenAndMoney
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.