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- https://www.theglobeandmail.com/business/article-outdated-myths-about-women-investors-persist/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.
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
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 the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.