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- https://www.theglobeandmail.com/business/article-outdated-myths-about-women-investors-persist/
2026-06-17T13:00:00
Annual Farm & Business Financial Planning Seminar
Event Details:
Are you a Business/Farm owner thinking about retirement, estate planning, how to minimize tax, or how to efficiently pass assets to your children? Attend this event to have your questions answered!
Featuring three returning guest speakers and one surprise guest!
It will be a morning of valuable information, insightful conversations, and new connections!
Bring a friend, learn and network!
Lunch will be provided.
RSVP by May 31st to reserve your spot!
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/kimberley.jensen.doty/
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/kimberley.jensen.doty/
We're growing and looking for the right person to grow with us!
If you're passionate about helping people, building meaningful relationships, and pursuing a career with purpose, we'd love to connect.
More job information here: https://ca.indeed.com/viewjob?jk=05ce3e7c9a6e0d4b&from=shareddesktop_copy
If you're passionate about helping people, building meaningful relationships, and pursuing a career with purpose, we'd love to connect.
More job information here: https://ca.indeed.com/viewjob?jk=05ce3e7c9a6e0d4b&from=shareddesktop_copy
We're growing and looking for the right person to grow with us!
If you're passionate about helping people, building meaningful relationships, and pursuing a career with purpose, we'd love to connect.
More job information here: https://ca.indeed.com/viewjob?jk=05ce3e7c9a6e0d4b&from=shareddesktop_copy
If you're passionate about helping people, building meaningful relationships, and pursuing a career with purpose, we'd love to connect.
More job information here: https://ca.indeed.com/viewjob?jk=05ce3e7c9a6e0d4b&from=shareddesktop_copy
We are currently looking to grow our team so that we can continue to serve our community better everyday!
For more information or to apply, click here: https://localjobshop.ca/listings/248520.
For more information or to apply, click here: https://localjobshop.ca/listings/248520.
We are currently looking to grow our team so that we can continue to serve our community better everyday!
For more information or to apply, click here: https://localjobshop.ca/listings/248520.
For more information or to apply, click here: https://localjobshop.ca/listings/248520.
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/kimberley.jensen.doty/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/kimberley.jensen.doty/
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/kimberley.jensen.doty/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/kimberley.jensen.doty/
Wishing you a bright and successful New Year!
May 2026 be filled with growth, joy, and new opportunities.
Happy New Year from the team at Victorious Financial Services!
#newyears #wishingyouthebest
May 2026 be filled with growth, joy, and new opportunities.
Happy New Year from the team at Victorious Financial Services!
#newyears #wishingyouthebest
Wishing you a bright and successful New Year!
May 2026 be filled with growth, joy, and new opportunities.
Happy New Year from the team at Victorious Financial Services!
#newyears #wishingyouthebest
May 2026 be filled with growth, joy, and new opportunities.
Happy New Year from the team at Victorious Financial Services!
#newyears #wishingyouthebest
Wishing you and your family a joyful and peaceful Christmas this year! May your holidays be filled with warmth, gratitude, and moments that matter most.
Merry Christmas from all of us to you!
#merrychristmas #happyholidays
Merry Christmas from all of us to you!
#merrychristmas #happyholidays
Wishing you and your family a joyful and peaceful Christmas this year! May your holidays be filled with warmth, gratitude, and moments that matter most.
Merry Christmas from all of us to you!
#merrychristmas #happyholidays
Merry Christmas from all of us to you!
#merrychristmas #happyholidays
As we come to the end of 2025, we want to say thank you for your continued trust and partnership. We're grateful for every client, every conversation, and every relationship built. We look forward to continue working together in the coming year!
We also want to give a big thank you to Leanne Doell for doing a fantastic job with our new team photos!
#thankyou #newyear #2025 #grateful #thankful
We also want to give a big thank you to Leanne Doell for doing a fantastic job with our new team photos!
#thankyou #newyear #2025 #grateful #thankful
As we come to the end of 2025, we want to say thank you for your continued trust and partnership. We're grateful for every client, every conversation, and every relationship built. We look forward to continue working together in the coming year!
We also want to give a big thank you to Leanne Doell for doing a fantastic job with our new team photos!
#thankyou #newyear #2025 #grateful #thankful
We also want to give a big thank you to Leanne Doell for doing a fantastic job with our new team photos!
#thankyou #newyear #2025 #grateful #thankful
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.
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.