Namens Financial Services Ltd.
Languages spoken: English
Area(s) served: Alberta, Ontario
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
How we work together
Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
My commitment to you
By understanding your needs, I am able to recommend a plan and coverage that will allow your loved ones to continue living the same lifestyle they are accustomed to now and in retirement.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
随着季节变化，也到了考虑根据自身财务状况调整税务策略的时候。
以下是一份值得考虑的秋季行动计划：
• 出售价值下跌的资产，抵消已实现的收益 📉
• 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰
• 评估慈善捐赠策略🎁
• 研究分开报税的机会👥
• 考虑为家庭成员申请规定利率贷款 💸
切勿心存侥幸，别将自己辛苦赚来的钱交给运气。让我们携手合作，制定符合您当前目标的个性化年终税务优化策略。请谨记，微小的选择可能会对您未来的财务状况产生重大影响。请立即联系我们。
#税务规划 #加拿大永明金融
以下是一份值得考虑的秋季行动计划：
• 出售价值下跌的资产，抵消已实现的收益 📉
• 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰
• 评估慈善捐赠策略🎁
• 研究分开报税的机会👥
• 考虑为家庭成员申请规定利率贷款 💸
切勿心存侥幸，别将自己辛苦赚来的钱交给运气。让我们携手合作，制定符合您当前目标的个性化年终税务优化策略。请谨记，微小的选择可能会对您未来的财务状况产生重大影响。请立即联系我们。
#税务规划 #加拿大永明金融
随着季节变化，也到了考虑根据自身财务状况调整税务策略的时候。
以下是一份值得考虑的秋季行动计划：
• 出售价值下跌的资产，抵消已实现的收益 📉
• 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰
• 评估慈善捐赠策略🎁
• 研究分开报税的机会👥
• 考虑为家庭成员申请规定利率贷款 💸
切勿心存侥幸，别将自己辛苦赚来的钱交给运气。让我们携手合作，制定符合您当前目标的个性化年终税务优化策略。请谨记，微小的选择可能会对您未来的财务状况产生重大影响。请立即联系我们。
#税务规划 #加拿大永明金融
以下是一份值得考虑的秋季行动计划：
• 出售价值下跌的资产，抵消已实现的收益 📉
• 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰
• 评估慈善捐赠策略🎁
• 研究分开报税的机会👥
• 考虑为家庭成员申请规定利率贷款 💸
切勿心存侥幸，别将自己辛苦赚来的钱交给运气。让我们携手合作，制定符合您当前目标的个性化年终税务优化策略。请谨记，微小的选择可能会对您未来的财务状况产生重大影响。请立即联系我们。
#税务规划 #加拿大永明金融
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth