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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.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Time can either work for you or against you.
The earlier you gain clarity and design your financial plan, the more options you create for your future self.
Is time working for your financial freedom dream or against it?
Let’s make your hard earned money work harder for you.
👉 Let’s talk today.
The earlier you gain clarity and design your financial plan, the more options you create for your future self.
Is time working for your financial freedom dream or against it?
Let’s make your hard earned money work harder for you.
👉 Let’s talk today.
Time can either work for you or against you.
The earlier you gain clarity and design your financial plan, the more options you create for your future self.
Is time working for your financial freedom dream or against it?
Let’s make your hard earned money work harder for you.
👉 Let’s talk today.
The earlier you gain clarity and design your financial plan, the more options you create for your future self.
Is time working for your financial freedom dream or against it?
Let’s make your hard earned money work harder for you.
👉 Let’s talk today.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
As a physician, your financial freedom dream is possible with these three things:, Money, Planning, and Time.
Clarity is what ties them all together.
My question to you; Do you have a written financial plan guiding your everyday money decisions towards your financial freedom dream?
If you answer NO, Send me a message and let’s build it.
#financialplan wealth
Clarity is what ties them all together.
My question to you; Do you have a written financial plan guiding your everyday money decisions towards your financial freedom dream?
If you answer NO, Send me a message and let’s build it.
#financialplan wealth
As a physician, your financial freedom dream is possible with these three things:, Money, Planning, and Time.
Clarity is what ties them all together.
My question to you; Do you have a written financial plan guiding your everyday money decisions towards your financial freedom dream?
If you answer NO, Send me a message and let’s build it.
#financialplan wealth
Clarity is what ties them all together.
My question to you; Do you have a written financial plan guiding your everyday money decisions towards your financial freedom dream?
If you answer NO, Send me a message and let’s build it.
#financialplan wealth
The Smartest Growth Stock to Invest $5,000 in Right Now
Smart investors invest in businesses using the stock price to analyze the perfect buying price. Here is a smart growth stock to consider.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
Everyday we make decisions and one of them is called Procrastination.
The longer you wait, the more reality decides your financial future for you.
Knowing your financial starting point makes every decision more effective. Your financial plan is your map.
Do you have a written financial plan?
A holistic plan helps you take charge of your financial security journey today.
Let’s talk
#Canadadoctors #medicaldoctor. #Money
The longer you wait, the more reality decides your financial future for you.
Knowing your financial starting point makes every decision more effective. Your financial plan is your map.
Do you have a written financial plan?
A holistic plan helps you take charge of your financial security journey today.
Let’s talk
#Canadadoctors #medicaldoctor. #Money
Everyday we make decisions and one of them is called Procrastination.
The longer you wait, the more reality decides your financial future for you.
Knowing your financial starting point makes every decision more effective. Your financial plan is your map.
Do you have a written financial plan?
A holistic plan helps you take charge of your financial security journey today.
Let’s talk
#Canadadoctors #medicaldoctor. #Money
The longer you wait, the more reality decides your financial future for you.
Knowing your financial starting point makes every decision more effective. Your financial plan is your map.
Do you have a written financial plan?
A holistic plan helps you take charge of your financial security journey today.
Let’s talk
#Canadadoctors #medicaldoctor. #Money
High taxes can eat away at your earnings. A financial plan uses strategies like incorporation, income splitting, and smart investment placement to keep more of your money working for you.
Every dollar saved in taxes is another dollar invested toward your financial goals.
Question for you:
When was the last time you reviewed your tax strategy with a professional?
Reach out if you need help finding competent accountants or tax planners.
Every dollar saved in taxes is another dollar invested toward your financial goals.
Question for you:
When was the last time you reviewed your tax strategy with a professional?
Reach out if you need help finding competent accountants or tax planners.
High taxes can eat away at your earnings. A financial plan uses strategies like incorporation, income splitting, and smart investment placement to keep more of your money working for you.
Every dollar saved in taxes is another dollar invested toward your financial goals.
Question for you:
When was the last time you reviewed your tax strategy with a professional?
Reach out if you need help finding competent accountants or tax planners.
Every dollar saved in taxes is another dollar invested toward your financial goals.
Question for you:
When was the last time you reviewed your tax strategy with a professional?
Reach out if you need help finding competent accountants or tax planners.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
Money is just the tool and not the goal.
As a successful physician, your career gives you incredible earning power. But income alone doesn’t create financial freedom, planning does.
Every dollar counts and every decision matters. Let’s schedule your financial future.
Question for you: How intentional are you with the income you’ve worked so hard to earn?
#money #wealth #canadadoctors
As a successful physician, your career gives you incredible earning power. But income alone doesn’t create financial freedom, planning does.
Every dollar counts and every decision matters. Let’s schedule your financial future.
Question for you: How intentional are you with the income you’ve worked so hard to earn?
#money #wealth #canadadoctors
Money is just the tool and not the goal.
As a successful physician, your career gives you incredible earning power. But income alone doesn’t create financial freedom, planning does.
Every dollar counts and every decision matters. Let’s schedule your financial future.
Question for you: How intentional are you with the income you’ve worked so hard to earn?
#money #wealth #canadadoctors
As a successful physician, your career gives you incredible earning power. But income alone doesn’t create financial freedom, planning does.
Every dollar counts and every decision matters. Let’s schedule your financial future.
Question for you: How intentional are you with the income you’ve worked so hard to earn?
#money #wealth #canadadoctors
If I paid myself only in salary, how might that affect my taxes, benefits, and retirement contributions compared to dividends?
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
If I paid myself only in salary, how might that affect my taxes, benefits, and retirement contributions compared to dividends?
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
Your situation is unique and your financial plan should align with your cashflow.
Let’s discuss your cashflow and how you should pay yourself.
#physicians #taxes #financialplan
We plan our daily lives without even thinking about it.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
We plan our daily lives without even thinking about it.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
If you want your favourite meal, you plan for it.
If you want to enjoy your vacation, you plan for it.
Why not your financial future? Don’t leave that to hope , build it with intention. Your financial plan is your map.
Question: for you: What’s one important goal you’d like to see in your financial future?
Your retirement ?
Your mortgage free goal?
Debt free goal?
Let’s talk.
You’re on your couch, coffee in hand, scrolling through social media.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
You’re on your couch, coffee in hand, scrolling through social media.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
Everyone seems to have it together.
But what if this friday, you chose clarity over comparison?
You don’t need to do what everyone else is doing. Your financial advice is unique to you and not generic.
You just need to start your journey, with a financial plan that fits you.
Let’s start where you are. August is your month.
Physicians often rely on multiple income streams, RRSPs, TFSAs, corporations, pensions and real estate.
Your financial plan coordinates these for a steady retirement income.
Without planning, you may face unnecessary taxes or income shortfalls later in life.
Question for you:
How confident are you in your retirement income plan?
#retirement #physicians
Your financial plan coordinates these for a steady retirement income.
Without planning, you may face unnecessary taxes or income shortfalls later in life.
Question for you:
How confident are you in your retirement income plan?
#retirement #physicians
Physicians often rely on multiple income streams, RRSPs, TFSAs, corporations, pensions and real estate.
Your financial plan coordinates these for a steady retirement income.
Without planning, you may face unnecessary taxes or income shortfalls later in life.
Question for you:
How confident are you in your retirement income plan?
#retirement #physicians
Your financial plan coordinates these for a steady retirement income.
Without planning, you may face unnecessary taxes or income shortfalls later in life.
Question for you:
How confident are you in your retirement income plan?
#retirement #physicians
I often get asked, should I pay myself through salary, dividends, or a mix of both, and how could that choice affect my taxes, benefits, and long-term wealth?
The answer is different for everyone. Your financial dreams are unique and your advice should not be generalized. Your financial plan is your roadmap.
Let’s discuss your unique situation.
The answer is different for everyone. Your financial dreams are unique and your advice should not be generalized. Your financial plan is your roadmap.
Let’s discuss your unique situation.
I often get asked, should I pay myself through salary, dividends, or a mix of both, and how could that choice affect my taxes, benefits, and long-term wealth?
The answer is different for everyone. Your financial dreams are unique and your advice should not be generalized. Your financial plan is your roadmap.
Let’s discuss your unique situation.
The answer is different for everyone. Your financial dreams are unique and your advice should not be generalized. Your financial plan is your roadmap.
Let’s discuss your unique situation.
Have questions?
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