Articles Featuring Kim's Experience
- https://macleans.ca/society/your-top-financial-retirement-planning-questions-answered/
- https://www.theglobeandmail.com/investing/article-what-should-this-61-year-old-do-after-being-laid-off-plus-globe/
- https://www.theglobeandmail.com/investing/globe-advisor/insurance/article-why-more-people-approaching-retirement-are-considering-long-term/
- https://www.theglobeandmail.com/business/article-outdated-myths-about-women-investors-persist/
We are excited to support Operation Christmas Child this year! Together we can share hope, love, and joy with children around the world!
Stop by our office in Carman during normal business hours to pick up your empty shoeboxes and take part in blessing children around the world.
#operationchristmaschild #christmas #holidayseason #giving
Stop by our office in Carman during normal business hours to pick up your empty shoeboxes and take part in blessing children around the world.
#operationchristmaschild #christmas #holidayseason #giving
We are excited to support Operation Christmas Child this year! Together we can share hope, love, and joy with children around the world!
Stop by our office in Carman during normal business hours to pick up your empty shoeboxes and take part in blessing children around the world.
#operationchristmaschild #christmas #holidayseason #giving
Stop by our office in Carman during normal business hours to pick up your empty shoeboxes and take part in blessing children around the world.
#operationchristmaschild #christmas #holidayseason #giving
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Our clients are at the heart of everything we do. Every testimonial is a reminder of the relationships we've built, and the futures that we are helping plan!
#testimonial #successstories #financialplanning
#testimonial #successstories #financialplanning
Our clients are at the heart of everything we do. Every testimonial is a reminder of the relationships we've built, and the futures that we are helping plan!
#testimonial #successstories #financialplanning
#testimonial #successstories #financialplanning
We’re thrilled to officially introduce Makkedah Veldman, who joined our team this summer as our Marketing Manager! Makkedah brings incredible creativity, organization, and heart to everything she does. She's always juggling a variety of projects, while also being a faithful servant of the community. From coordinating our community events to keeping our brand message clear and consistent, she ensures our clients and community stay connected and informed. With a passion for storytelling and a sharp eye for detail, Makkedah helps us share what matters most — empowering families, farmers, and business owners with clarity and confidence in their financial future. With several years of experience in sales, customer service, and administrative support she has opted to further her expertise in pursuing a diploma in Business Administration at Red River College. Makkedah was born and raised just outside of Carman and is passionate about health and wellness. She loves connecting with people, serving her community, and living out her faith!
We’re so thankful to have her on the team — be sure to say hello if you see her around the office or at one of our upcoming events!
#TeamSpotlight #FinancialPlanning #CommunityFocused #MeetTheTeam #MarketingManager
We’re so thankful to have her on the team — be sure to say hello if you see her around the office or at one of our upcoming events!
#TeamSpotlight #FinancialPlanning #CommunityFocused #MeetTheTeam #MarketingManager
We’re thrilled to officially introduce Makkedah Veldman, who joined our team this summer as our Marketing Manager! Makkedah brings incredible creativity, organization, and heart to everything she does. She's always juggling a variety of projects, while also being a faithful servant of the community. From coordinating our community events to keeping our brand message clear and consistent, she ensures our clients and community stay connected and informed. With a passion for storytelling and a sharp eye for detail, Makkedah helps us share what matters most — empowering families, farmers, and business owners with clarity and confidence in their financial future. With several years of experience in sales, customer service, and administrative support she has opted to further her expertise in pursuing a diploma in Business Administration at Red River College. Makkedah was born and raised just outside of Carman and is passionate about health and wellness. She loves connecting with people, serving her community, and living out her faith!
We’re so thankful to have her on the team — be sure to say hello if you see her around the office or at one of our upcoming events!
#TeamSpotlight #FinancialPlanning #CommunityFocused #MeetTheTeam #MarketingManager
We’re so thankful to have her on the team — be sure to say hello if you see her around the office or at one of our upcoming events!
#TeamSpotlight #FinancialPlanning #CommunityFocused #MeetTheTeam #MarketingManager
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
We're so grateful for the kind words from our clients. Hearing how our advice makes a difference in their financial journey reminds us why we do what we do every day!
We're so grateful for the kind words from our clients. Hearing how our advice makes a difference in their financial journey reminds us why we do what we do every day!
Daughter hit with $660,000 tax bill when both parents died in same year
When both parents passed in the same year, their daughter was left with a $660,000 tax bill. Stories like these are a reminder of why planning ahead matters for both, your peace of mind and your families future.
https://www.ctvnews.ca/toronto/consumer-alert/article/daughter-hit-with-660000-tax-bill-when-both-parents-died-in-same-year/
#FinancialWellness #PlanAhead #EstatePlanning
https://www.ctvnews.ca/toronto/consumer-alert/article/daughter-hit-with-660000-tax-bill-when-both-parents-died-in-same-year/
#FinancialWellness #PlanAhead #EstatePlanning
Happy 5 year work anniversary to Justin!
Happy 5 year work anniversary to Justin!
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
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.
We are proud to have sponsored the Denim and Dust Barrel Racing Series this summer. They had a great season!
#barrelracing #community #sponsor
#barrelracing #community #sponsor
We are proud to have sponsored the Denim and Dust Barrel Racing Series this summer. They had a great season!
#barrelracing #community #sponsor
#barrelracing #community #sponsor
Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense
Do you have the best life insurance for your life stage? Experts say young Canadians are often underinsured. Here’s how to choose the right coverage.
On July 8th we had the privilege of attending the 2025 Farmers Appreciation Lunch in Winkler, MB. There were just over 500 people that passed by our both, and we enjoyed being able to have conversations with many of them. Thank you to everyone who came out and stopped by our booth! We hope to see you again next year!
-The Victorious Financial Team
#Pembinavalleyonline
-The Victorious Financial Team
#Pembinavalleyonline
On July 8th we had the privilege of attending the 2025 Farmers Appreciation Lunch in Winkler, MB. There were just over 500 people that passed by our both, and we enjoyed being able to have conversations with many of them. Thank you to everyone who came out and stopped by our booth! We hope to see you again next year!
-The Victorious Financial Team
#Pembinavalleyonline
-The Victorious Financial Team
#Pembinavalleyonline
A heartfelt thank you to everyone who attended our 2025 Farm & Business Planning Seminar last month! We loved getting to see and talk with every one of you. We appreciate all of you taking time out of your busy schedules to spend the morning with us, and to learn more about succession planning in various aspects.
A special thank our incredible guest speakers for giving us their time and sharing their insight! This year we were able to hear from Jesse Peikoff, Alyssa Dyck, Scott Johnston, and Thomas Wimmer at our event!
Finally, a big thank you to Tracy Bernard for catering our event and providing the amazing food!
We truly appreciate everyone that attended or was involved in our event! We are so grateful that we can learn, grow, and connect with this amazing community, and we hope to see you all again next year!
-The Victorious Financial Team
If you would like more information on our 2026 Farm & Business Planning Seminar please email makkedah.veldman@sunlife.com.
#FarmPlanning #BusinessGrowth #ThankYou
A special thank our incredible guest speakers for giving us their time and sharing their insight! This year we were able to hear from Jesse Peikoff, Alyssa Dyck, Scott Johnston, and Thomas Wimmer at our event!
Finally, a big thank you to Tracy Bernard for catering our event and providing the amazing food!
We truly appreciate everyone that attended or was involved in our event! We are so grateful that we can learn, grow, and connect with this amazing community, and we hope to see you all again next year!
-The Victorious Financial Team
If you would like more information on our 2026 Farm & Business Planning Seminar please email makkedah.veldman@sunlife.com.
#FarmPlanning #BusinessGrowth #ThankYou
A heartfelt thank you to everyone who attended our 2025 Farm & Business Planning Seminar last month! We loved getting to see and talk with every one of you. We appreciate all of you taking time out of your busy schedules to spend the morning with us, and to learn more about succession planning in various aspects.
A special thank our incredible guest speakers for giving us their time and sharing their insight! This year we were able to hear from Jesse Peikoff, Alyssa Dyck, Scott Johnston, and Thomas Wimmer at our event!
Finally, a big thank you to Tracy Bernard for catering our event and providing the amazing food!
We truly appreciate everyone that attended or was involved in our event! We are so grateful that we can learn, grow, and connect with this amazing community, and we hope to see you all again next year!
-The Victorious Financial Team
If you would like more information on our 2026 Farm & Business Planning Seminar please email makkedah.veldman@sunlife.com.
#FarmPlanning #BusinessGrowth #ThankYou
A special thank our incredible guest speakers for giving us their time and sharing their insight! This year we were able to hear from Jesse Peikoff, Alyssa Dyck, Scott Johnston, and Thomas Wimmer at our event!
Finally, a big thank you to Tracy Bernard for catering our event and providing the amazing food!
We truly appreciate everyone that attended or was involved in our event! We are so grateful that we can learn, grow, and connect with this amazing community, and we hope to see you all again next year!
-The Victorious Financial Team
If you would like more information on our 2026 Farm & Business Planning Seminar please email makkedah.veldman@sunlife.com.
#FarmPlanning #BusinessGrowth #ThankYou
✨ Exciting News! ✨
Congratulations to Kim for earning the Chartered Life Underwriter (CLU) designation. This milestone represents a commitment to deepening Kim's expertise in advanced estate planning, wealth preservation, and tax strategies.
This achievement strengthens Kim's ability to guide clients—especially farmers and business owners—through complex financial decisions, ensuring their goals for retirement, succession, and estate equalization are achieved with confidence and clarity.
Are you looking for a financial plan that includes estate planning? Contact our office today!
#CLU #FinancialPlanning #LifelongLearning #EstatePlanning #SuccessionPlanning
Congratulations to Kim for earning the Chartered Life Underwriter (CLU) designation. This milestone represents a commitment to deepening Kim's expertise in advanced estate planning, wealth preservation, and tax strategies.
This achievement strengthens Kim's ability to guide clients—especially farmers and business owners—through complex financial decisions, ensuring their goals for retirement, succession, and estate equalization are achieved with confidence and clarity.
Are you looking for a financial plan that includes estate planning? Contact our office today!
#CLU #FinancialPlanning #LifelongLearning #EstatePlanning #SuccessionPlanning
✨ Exciting News! ✨
Congratulations to Kim for earning the Chartered Life Underwriter (CLU) designation. This milestone represents a commitment to deepening Kim's expertise in advanced estate planning, wealth preservation, and tax strategies.
This achievement strengthens Kim's ability to guide clients—especially farmers and business owners—through complex financial decisions, ensuring their goals for retirement, succession, and estate equalization are achieved with confidence and clarity.
Are you looking for a financial plan that includes estate planning? Contact our office today!
#CLU #FinancialPlanning #LifelongLearning #EstatePlanning #SuccessionPlanning
Congratulations to Kim for earning the Chartered Life Underwriter (CLU) designation. This milestone represents a commitment to deepening Kim's expertise in advanced estate planning, wealth preservation, and tax strategies.
This achievement strengthens Kim's ability to guide clients—especially farmers and business owners—through complex financial decisions, ensuring their goals for retirement, succession, and estate equalization are achieved with confidence and clarity.
Are you looking for a financial plan that includes estate planning? Contact our office today!
#CLU #FinancialPlanning #LifelongLearning #EstatePlanning #SuccessionPlanning
Had so much fun spending time with these bright, young entrepreneurs at the Kids Biz Camp last week. Ken Reimer and team at Community Futures Heartland did a great job running this camp. I was so impressed with all the great ideas and watching them sell their finished products at the Carman Farmers Market. Jewelry, fire starters, slime, paintings, homemade cards and candles, and even refreshing drinks and a drink recipe book were some of the products! Grateful for the opportunity to speak to this group of rock stars and future community leaders!
Had so much fun spending time with these bright, young entrepreneurs at the Kids Biz Camp last week. Ken Reimer and team at Community Futures Heartland did a great job running this camp. I was so impressed with all the great ideas and watching them sell their finished products at the Carman Farmers Market. Jewelry, fire starters, slime, paintings, homemade cards and candles, and even refreshing drinks and a drink recipe book were some of the products! Grateful for the opportunity to speak to this group of rock stars and future community leaders!
Super excited for Wednesday! We are hosting a Retirement Income Planning seminar for Business/Farm Owners at the Carman Hall. If you're not registered yet, its not too late! Message me for details or call Maureen at the office: 204-745-6312
Check out our awesome line up of speakers. We are excited to see you all!
Check out our awesome line up of speakers. We are excited to see you all!
Super excited for Wednesday! We are hosting a Retirement Income Planning seminar for Business/Farm Owners at the Carman Hall. If you're not registered yet, its not too late! Message me for details or call Maureen at the office: 204-745-6312
Check out our awesome line up of speakers. We are excited to see you all!
Check out our awesome line up of speakers. We are excited to see you all!
Carrick on Money: Seven ways to leverage a tax refund into big savings or gains
7 Ways to leverage your tax refund! Great article with some helpful tips to maximize your money. Take a read and let me know how I can help!
https://secure.campaigner.com/csb/Public/show/e7a4-2t4krf--16n717-krc6g0c3
https://secure.campaigner.com/csb/Public/show/e7a4-2t4krf--16n717-krc6g0c3
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