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- https://www.theglobeandmail.com/business/article-outdated-myths-about-women-investors-persist/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'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.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
When juggling many different assets, you need a strong plan in place.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
When juggling many different assets, you need a strong plan in place.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
#lifeinsurance #sunlife
#lifeinsurance #sunlife
Watch video
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
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
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
✨ 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
The new 2025 CRA numbers: tax brackets, CPP, RRSP and TFSA limits, and more
The new 2025 CRA numbers: tax brackets, CPP, RRSP and TFSA limits, and more
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!
Have questions?
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