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Stay informed with whatโs going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
๐
๐จ๐ซ ๐ญ๐ก๐ ๐๐ฎ๐ซ๐ข๐จ๐ฎ๐ฌ ๐ฆ๐ข๐ง๐: A snapshot of global wealth per person. Canada included.
๐
๐จ๐ซ ๐ญ๐ก๐ ๐๐ฎ๐ซ๐ข๐จ๐ฎ๐ฌ ๐ฆ๐ข๐ง๐: A snapshot of global wealth per person. Canada included.
Financial Markets: When Fear and Greed Take Over
๐๐ก๐๐ง ๐
๐๐๐ซ ๐๐ง๐ ๐๐ซ๐๐๐ ๐๐๐ค๐ ๐๐ฏ๐๐ซ
This is a fascinating read on how emotions can hijack our decision-making during times of market volitility. Its part of a powerful series on ๐๐๐ก๐๐ฏ๐ข๐จ๐ฎ๐ซ๐๐ฅ ๐ ๐ข๐ง๐๐ง๐๐, which I'll be sharing more of in the coming weeks.
Worth the read, especially if you've ever wondered why you react the way you do when it comes to investing.
"๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ:
๐Letting emotions govern investment behavior often leads to irrational decision-making that can cost you dearly.
๐It's usually best to ignore the trend at the momentโwhether bullish or bearishโand stick to a long-term plan based on sound fundamentals.
๐It's also critical to understand how risk-sensitive you are and to set your asset allocations accordingly when fear and greed grip the market."
๐๐ญ ๐ข๐ญ ๐ซ๐๐ฌ๐จ๐ง๐๐ญ๐๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ฒ๐จ๐ฎ. ๐๐๐ญ'๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ. ๐ ๐๐๐ง ๐ก๐๐ฅ๐ฉ ๐ฆ๐๐ค๐ ๐ฒ๐จ๐ฎ๐ซ ๐๐๐๐ข๐ฌ๐ข๐จ๐ง๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐ฅ๐๐ซ๐ข๐ญ๐ฒ, ๐ง๐จ๐ญ ๐๐๐๐ซ.
https://www.investopedia.com/articles/01/030701.asp#:~:text=just%20two%20emotions%3A-,fear%20and%20greed.,-Although%20this%20is
This is a fascinating read on how emotions can hijack our decision-making during times of market volitility. Its part of a powerful series on ๐๐๐ก๐๐ฏ๐ข๐จ๐ฎ๐ซ๐๐ฅ ๐ ๐ข๐ง๐๐ง๐๐, which I'll be sharing more of in the coming weeks.
Worth the read, especially if you've ever wondered why you react the way you do when it comes to investing.
"๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ:
๐Letting emotions govern investment behavior often leads to irrational decision-making that can cost you dearly.
๐It's usually best to ignore the trend at the momentโwhether bullish or bearishโand stick to a long-term plan based on sound fundamentals.
๐It's also critical to understand how risk-sensitive you are and to set your asset allocations accordingly when fear and greed grip the market."
๐๐ญ ๐ข๐ญ ๐ซ๐๐ฌ๐จ๐ง๐๐ญ๐๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ฒ๐จ๐ฎ. ๐๐๐ญ'๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ. ๐ ๐๐๐ง ๐ก๐๐ฅ๐ฉ ๐ฆ๐๐ค๐ ๐ฒ๐จ๐ฎ๐ซ ๐๐๐๐ข๐ฌ๐ข๐จ๐ง๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐ฅ๐๐ซ๐ข๐ญ๐ฒ, ๐ง๐จ๐ญ ๐๐๐๐ซ.
https://www.investopedia.com/articles/01/030701.asp#:~:text=just%20two%20emotions%3A-,fear%20and%20greed.,-Although%20this%20is
The world has evolved, economies shifts constantly, industries transform and Innovation moves faster than ever.
Has your portfolio has kept up?
Has your portfolio has kept up?
Watch video
๐๐๐ฉ๐ฉ๐ฒ ๐๐๐ง๐๐๐ ๐๐๐ฒ ๐๐๐๐ค๐๐ง๐๐
Hiking is one of my favourite ways to recharge. It clears my mind, lifts my spirit, and keeps me grounded. On this Canada Day, I invite you to do something that brings you joy whether itโs time in nature, a moment of stillness, or simply doing something you love.
This photo was taken during a hike at Mono Cliffs Provincial Park in Ontario, a memory that still reminds me how lucky we are to have access to such breathtaking natural spaces.
Wishing you a joyful, safe, and restorative ๐๐๐ง๐๐๐ ๐๐๐ฒ ๐
Hiking is one of my favourite ways to recharge. It clears my mind, lifts my spirit, and keeps me grounded. On this Canada Day, I invite you to do something that brings you joy whether itโs time in nature, a moment of stillness, or simply doing something you love.
This photo was taken during a hike at Mono Cliffs Provincial Park in Ontario, a memory that still reminds me how lucky we are to have access to such breathtaking natural spaces.
Wishing you a joyful, safe, and restorative ๐๐๐ง๐๐๐ ๐๐๐ฒ ๐
๐๐๐ฉ๐ฉ๐ฒ ๐๐๐ง๐๐๐ ๐๐๐ฒ ๐๐๐๐ค๐๐ง๐๐
Hiking is one of my favourite ways to recharge. It clears my mind, lifts my spirit, and keeps me grounded. On this Canada Day, I invite you to do something that brings you joy whether itโs time in nature, a moment of stillness, or simply doing something you love.
This photo was taken during a hike at Mono Cliffs Provincial Park in Ontario, a memory that still reminds me how lucky we are to have access to such breathtaking natural spaces.
Wishing you a joyful, safe, and restorative ๐๐๐ง๐๐๐ ๐๐๐ฒ ๐
Hiking is one of my favourite ways to recharge. It clears my mind, lifts my spirit, and keeps me grounded. On this Canada Day, I invite you to do something that brings you joy whether itโs time in nature, a moment of stillness, or simply doing something you love.
This photo was taken during a hike at Mono Cliffs Provincial Park in Ontario, a memory that still reminds me how lucky we are to have access to such breathtaking natural spaces.
Wishing you a joyful, safe, and restorative ๐๐๐ง๐๐๐ ๐๐๐ฒ ๐
Let's take a moment to celebrate the men who help build not just businesses, but strong families and communities, with their love, strength and quiet resilience.
Happy Fathers Day.๐
Happy Fathers Day.๐
Let's take a moment to celebrate the men who help build not just businesses, but strong families and communities, with their love, strength and quiet resilience.
Happy Fathers Day.๐
Happy Fathers Day.๐
Mortgage-free retirement? Not so for 29% of soon-to-be retirees - National | Globalnews.ca
โThis generation is far more likely to have carried mortgage balances that would have been unimaginable to their parents or grandparents,โ said Phil Soper, CEO of Royal LePage.
โOur research confirms they are also much more likely to have provided financial assistance to their children to assist in their home ownership dreams,โ
โDownsizing in retirement is far from a given. For many homeowners, the decision to stay put or move to a smaller property is influenced by a combination of economic realities, lifestyle needs, and personal attachments,โ
As I read this article, I am reminded how essential is to ๐ฉ๐ฅ๐๐ง ๐ข๐ง๐ญ๐๐ง๐ญ๐ข๐จ๐ง๐๐ฅ๐ฅ๐ฒ ๐๐จ๐ซ ๐ซ๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ, no matter where you are in your journey. What's clear is this: there is no๐จ๐ง๐-๐ฌ๐ข๐ณ๐-๐๐ข๐ญ๐ฌ-๐๐ฅ๐ฅ ๐๐ฉ๐ฉ๐ซ๐จ๐๐๐ก. But with proper planning and the right guidance, you can design a retirement strategy that supports your values, lifestyle, and long-term peace of mind; even in you are still carrying a mortgage.
Take a moment to read this article and reflect: what does your ideal retirement look like, and are you on track to get there?
๐๐๐ญ'๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ so we can find the right course of action tailored to your goals, mortgage or not.
Have a great dayโ๏ธ
โOur research confirms they are also much more likely to have provided financial assistance to their children to assist in their home ownership dreams,โ
โDownsizing in retirement is far from a given. For many homeowners, the decision to stay put or move to a smaller property is influenced by a combination of economic realities, lifestyle needs, and personal attachments,โ
As I read this article, I am reminded how essential is to ๐ฉ๐ฅ๐๐ง ๐ข๐ง๐ญ๐๐ง๐ญ๐ข๐จ๐ง๐๐ฅ๐ฅ๐ฒ ๐๐จ๐ซ ๐ซ๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ, no matter where you are in your journey. What's clear is this: there is no๐จ๐ง๐-๐ฌ๐ข๐ณ๐-๐๐ข๐ญ๐ฌ-๐๐ฅ๐ฅ ๐๐ฉ๐ฉ๐ซ๐จ๐๐๐ก. But with proper planning and the right guidance, you can design a retirement strategy that supports your values, lifestyle, and long-term peace of mind; even in you are still carrying a mortgage.
Take a moment to read this article and reflect: what does your ideal retirement look like, and are you on track to get there?
๐๐๐ญ'๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ so we can find the right course of action tailored to your goals, mortgage or not.
Have a great dayโ๏ธ
58% of Ontario workers say retirement planning includes considering physical, mental health: survey
Retirement is not Just About Money.
More than half (58 per cent) of Ontario employees say retirement planning includes thinking about physical and mental well-being. It's a remainder that financial planning is only one part of the equation.
To Truly thrive in your next chapter, you need a strong ๐๐จ๐๐ข๐๐ฅ ๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ, one that keeps you active, connected and inspired to maintain a healthy lifestyle.
This article highlights what people are thinking about when planning for retirement.
Where are you in your journey? How are you planning your Social Portfolio?
๐ ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ฅ๐จ๐ฏ๐ ๐ญ๐จ ๐ก๐๐๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐ญ๐ก๐จ๐ฎ๐ ๐ก๐ญ๐ฌ.
More than half (58 per cent) of Ontario employees say retirement planning includes thinking about physical and mental well-being. It's a remainder that financial planning is only one part of the equation.
To Truly thrive in your next chapter, you need a strong ๐๐จ๐๐ข๐๐ฅ ๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ, one that keeps you active, connected and inspired to maintain a healthy lifestyle.
This article highlights what people are thinking about when planning for retirement.
Where are you in your journey? How are you planning your Social Portfolio?
๐ ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ฅ๐จ๐ฏ๐ ๐ญ๐จ ๐ก๐๐๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐ญ๐ก๐จ๐ฎ๐ ๐ก๐ญ๐ฌ.
Ontario 2025 budget: Highlights from bike lanes to alcohol revenue and housing | Globalnews.ca
Ontario has tabled its 2025 budget, outlining its spending plans for the next year in an economy dominated by tariffs from the United States. The annual document gives an indication of the health of the provinceโs economy and includes major and minor policy announcements from the government.
Wills, Care And Tough Talks: A Motherโs Day Financial Planning Guide
Are you ready for the legacy you want to leave behind?
It starts with difficult and honest conversations, and the right documents in place.
"Key Documents Every Family Needs
Thereโs near-unanimous agreement among experts on what paperwork to prioritize to make sure a family memberโs care and finances are taken care of, should they be unable to attend to them themselves, which includes:
A durable power of attorney (POA) for financial decisions
A health care proxy or advance directive
A last will and testament or a living trust
A living will or POLST (Physician Orders for Life-Sustaining Treatment)
A letter of instruction and a complete asset inventory
Updated beneficiary designations on life insurance policies and retirement accounts"
It's not about age or wealth. It's about being intentional with your legacy.
If you are unsure where to start. I can help. Let's make sure the legacy your leave is one of clarity, not confusion.
Let's connect.
Read the full article for more interesting information on the importance of Estate Planning.
Have a great dayโ๏ธ
It starts with difficult and honest conversations, and the right documents in place.
"Key Documents Every Family Needs
Thereโs near-unanimous agreement among experts on what paperwork to prioritize to make sure a family memberโs care and finances are taken care of, should they be unable to attend to them themselves, which includes:
A durable power of attorney (POA) for financial decisions
A health care proxy or advance directive
A last will and testament or a living trust
A living will or POLST (Physician Orders for Life-Sustaining Treatment)
A letter of instruction and a complete asset inventory
Updated beneficiary designations on life insurance policies and retirement accounts"
It's not about age or wealth. It's about being intentional with your legacy.
If you are unsure where to start. I can help. Let's make sure the legacy your leave is one of clarity, not confusion.
Let's connect.
Read the full article for more interesting information on the importance of Estate Planning.
Have a great dayโ๏ธ
Navigating the impact of US tariffs on investments - Potential Market Impacts.
๐Increased Volatility: markets may experience short-term fluctuations as industries adjust to the new trade policies.
๐Sector specific effects: energy, manufacturing agricultural sectors are likely to feel the most pressure due to the increased costs and supply chain disruptions.
I๐nflationary pressures: higher import costs may be passed on to consumers leading to rising inflation.
Investors Strategies for Uncertain Markets
โ๏ธDiversification is Key - A well diversified portfolio across multiple asset classes can help mitigate risks associated with trade policy shifts.
โ๏ธImplementing a Tactical-Approach to your portfolio - Advantages of Tactical Investments:
โก๏ธFlexibility in Market Shifts: Tactical asset allocation allows portfolio managers to adjust investments in response to evolving market conditions, helping to optimize risk-adjusted returns.
โก๏ธOpportunity -Driven Investing: Tactical strategies enable investors to capitalize on short-term opportunities while still maintaining a long-term investment framework.
โก๏ธRisk Management: By adjusting asset allocation dynamically, tactical investing helps protect against downside risks during market uncertainty.
โ๏ธMaintain a long-term perspective โ Do not let your emotions get on the way.
short term volatility is inevitable, but historical trends show that markets tend to stabilize overtime. Staying invested with a discipline approach can help capitalize on opportunities that emerge from policy changes. While tariffs introduced uncertainty, they also create opportunities.
Do not let your emotions dictate the direction of your investments. Emotional investing often leads to buying at market peaks and selling at lows, negatively impacting long-term returns.
If you are wondering whether your portfolio is positioned to succeed in these market conditions, reach out. Letโs review your strategy and explore ways to keep you on track.
๐Increased Volatility: markets may experience short-term fluctuations as industries adjust to the new trade policies.
๐Sector specific effects: energy, manufacturing agricultural sectors are likely to feel the most pressure due to the increased costs and supply chain disruptions.
I๐nflationary pressures: higher import costs may be passed on to consumers leading to rising inflation.
Investors Strategies for Uncertain Markets
โ๏ธDiversification is Key - A well diversified portfolio across multiple asset classes can help mitigate risks associated with trade policy shifts.
โ๏ธImplementing a Tactical-Approach to your portfolio - Advantages of Tactical Investments:
โก๏ธFlexibility in Market Shifts: Tactical asset allocation allows portfolio managers to adjust investments in response to evolving market conditions, helping to optimize risk-adjusted returns.
โก๏ธOpportunity -Driven Investing: Tactical strategies enable investors to capitalize on short-term opportunities while still maintaining a long-term investment framework.
โก๏ธRisk Management: By adjusting asset allocation dynamically, tactical investing helps protect against downside risks during market uncertainty.
โ๏ธMaintain a long-term perspective โ Do not let your emotions get on the way.
short term volatility is inevitable, but historical trends show that markets tend to stabilize overtime. Staying invested with a discipline approach can help capitalize on opportunities that emerge from policy changes. While tariffs introduced uncertainty, they also create opportunities.
Do not let your emotions dictate the direction of your investments. Emotional investing often leads to buying at market peaks and selling at lows, negatively impacting long-term returns.
If you are wondering whether your portfolio is positioned to succeed in these market conditions, reach out. Letโs review your strategy and explore ways to keep you on track.
Navigating the impact of US tariffs on investments - Potential Market Impacts.
๐Increased Volatility: markets may experience short-term fluctuations as industries adjust to the new trade policies.
๐Sector specific effects: energy, manufacturing agricultural sectors are likely to feel the most pressure due to the increased costs and supply chain disruptions.
I๐nflationary pressures: higher import costs may be passed on to consumers leading to rising inflation.
Investors Strategies for Uncertain Markets
โ๏ธDiversification is Key - A well diversified portfolio across multiple asset classes can help mitigate risks associated with trade policy shifts.
โ๏ธImplementing a Tactical-Approach to your portfolio - Advantages of Tactical Investments:
โก๏ธFlexibility in Market Shifts: Tactical asset allocation allows portfolio managers to adjust investments in response to evolving market conditions, helping to optimize risk-adjusted returns.
โก๏ธOpportunity -Driven Investing: Tactical strategies enable investors to capitalize on short-term opportunities while still maintaining a long-term investment framework.
โก๏ธRisk Management: By adjusting asset allocation dynamically, tactical investing helps protect against downside risks during market uncertainty.
โ๏ธMaintain a long-term perspective โ Do not let your emotions get on the way.
short term volatility is inevitable, but historical trends show that markets tend to stabilize overtime. Staying invested with a discipline approach can help capitalize on opportunities that emerge from policy changes. While tariffs introduced uncertainty, they also create opportunities.
Do not let your emotions dictate the direction of your investments. Emotional investing often leads to buying at market peaks and selling at lows, negatively impacting long-term returns.
If you are wondering whether your portfolio is positioned to succeed in these market conditions, reach out. Letโs review your strategy and explore ways to keep you on track.
๐Increased Volatility: markets may experience short-term fluctuations as industries adjust to the new trade policies.
๐Sector specific effects: energy, manufacturing agricultural sectors are likely to feel the most pressure due to the increased costs and supply chain disruptions.
I๐nflationary pressures: higher import costs may be passed on to consumers leading to rising inflation.
Investors Strategies for Uncertain Markets
โ๏ธDiversification is Key - A well diversified portfolio across multiple asset classes can help mitigate risks associated with trade policy shifts.
โ๏ธImplementing a Tactical-Approach to your portfolio - Advantages of Tactical Investments:
โก๏ธFlexibility in Market Shifts: Tactical asset allocation allows portfolio managers to adjust investments in response to evolving market conditions, helping to optimize risk-adjusted returns.
โก๏ธOpportunity -Driven Investing: Tactical strategies enable investors to capitalize on short-term opportunities while still maintaining a long-term investment framework.
โก๏ธRisk Management: By adjusting asset allocation dynamically, tactical investing helps protect against downside risks during market uncertainty.
โ๏ธMaintain a long-term perspective โ Do not let your emotions get on the way.
short term volatility is inevitable, but historical trends show that markets tend to stabilize overtime. Staying invested with a discipline approach can help capitalize on opportunities that emerge from policy changes. While tariffs introduced uncertainty, they also create opportunities.
Do not let your emotions dictate the direction of your investments. Emotional investing often leads to buying at market peaks and selling at lows, negatively impacting long-term returns.
If you are wondering whether your portfolio is positioned to succeed in these market conditions, reach out. Letโs review your strategy and explore ways to keep you on track.
Navigating Uncertainty with Confidence is the key
I have been away this last week celebrating my daughterโs wedding, and in that short time, the world seems to have turned upside down. Events are unfolding rapidly, markets are reacting, and uncertainty is everywhere.
Over the past decade and for the last 26 years, Iโve had the privilege of guiding clients like you through all kinds of market cyclesโsome smooth, some turbulent, but always with a steadfast commitment to your financial well-being. Throughout major economic, political, and market events, one thing has remained constant: I have been here for youโas a source of stability, insight, and support.
This time is no different. While uncertainty can create anxiety, I believe that staying informed, remaining disciplined, and not overreacting are key to long-term success. Thatโs why, in the days, weeks, and however long these challenges last, my team and I are committed to keeping you updated with:
โ Market insights and analysis to help you make well-informed decisions
โ Updates on how portfolio managers are positioning portfolios to navigate volatility
โ Timely content and resources through LinkedIn, our website, and other channels
My team and I are here for you. Whether you need guidance, reassurance, or just a conversation about the road ahead, please do not hesitate to reach out.
Now more than ever, itโs important to keep a long-term perspective, stay the course and trust in the process.
Enloy your weekend.
I have been away this last week celebrating my daughterโs wedding, and in that short time, the world seems to have turned upside down. Events are unfolding rapidly, markets are reacting, and uncertainty is everywhere.
Over the past decade and for the last 26 years, Iโve had the privilege of guiding clients like you through all kinds of market cyclesโsome smooth, some turbulent, but always with a steadfast commitment to your financial well-being. Throughout major economic, political, and market events, one thing has remained constant: I have been here for youโas a source of stability, insight, and support.
This time is no different. While uncertainty can create anxiety, I believe that staying informed, remaining disciplined, and not overreacting are key to long-term success. Thatโs why, in the days, weeks, and however long these challenges last, my team and I are committed to keeping you updated with:
โ Market insights and analysis to help you make well-informed decisions
โ Updates on how portfolio managers are positioning portfolios to navigate volatility
โ Timely content and resources through LinkedIn, our website, and other channels
My team and I are here for you. Whether you need guidance, reassurance, or just a conversation about the road ahead, please do not hesitate to reach out.
Now more than ever, itโs important to keep a long-term perspective, stay the course and trust in the process.
Enloy your weekend.
Navigating Uncertainty with Confidence is the key
I have been away this last week celebrating my daughterโs wedding, and in that short time, the world seems to have turned upside down. Events are unfolding rapidly, markets are reacting, and uncertainty is everywhere.
Over the past decade and for the last 26 years, Iโve had the privilege of guiding clients like you through all kinds of market cyclesโsome smooth, some turbulent, but always with a steadfast commitment to your financial well-being. Throughout major economic, political, and market events, one thing has remained constant: I have been here for youโas a source of stability, insight, and support.
This time is no different. While uncertainty can create anxiety, I believe that staying informed, remaining disciplined, and not overreacting are key to long-term success. Thatโs why, in the days, weeks, and however long these challenges last, my team and I are committed to keeping you updated with:
โ Market insights and analysis to help you make well-informed decisions
โ Updates on how portfolio managers are positioning portfolios to navigate volatility
โ Timely content and resources through LinkedIn, our website, and other channels
My team and I are here for you. Whether you need guidance, reassurance, or just a conversation about the road ahead, please do not hesitate to reach out.
Now more than ever, itโs important to keep a long-term perspective, stay the course and trust in the process.
Enloy your weekend.
I have been away this last week celebrating my daughterโs wedding, and in that short time, the world seems to have turned upside down. Events are unfolding rapidly, markets are reacting, and uncertainty is everywhere.
Over the past decade and for the last 26 years, Iโve had the privilege of guiding clients like you through all kinds of market cyclesโsome smooth, some turbulent, but always with a steadfast commitment to your financial well-being. Throughout major economic, political, and market events, one thing has remained constant: I have been here for youโas a source of stability, insight, and support.
This time is no different. While uncertainty can create anxiety, I believe that staying informed, remaining disciplined, and not overreacting are key to long-term success. Thatโs why, in the days, weeks, and however long these challenges last, my team and I are committed to keeping you updated with:
โ Market insights and analysis to help you make well-informed decisions
โ Updates on how portfolio managers are positioning portfolios to navigate volatility
โ Timely content and resources through LinkedIn, our website, and other channels
My team and I are here for you. Whether you need guidance, reassurance, or just a conversation about the road ahead, please do not hesitate to reach out.
Now more than ever, itโs important to keep a long-term perspective, stay the course and trust in the process.
Enloy your weekend.
Complexity to Simplicityโ It's not just what I do, It's my purpose in life.
Yesterday, my dear friend @Tracy Smith asked me an interesting question: What do you like that most people donโt? It got me thinking, and I realized one of my greatest strengths is my love for numbersโparticularly working with Excel.
I thrive on taking raw data and transforming it into something meaningful and impactful for people. Itโs not just about simplifying complexity; itโs about helping you create Wealth today so you can build a Legacy for Tomorrow.
Thanks, Mark Halpern, for the inspiration todayโit reminded me why I do what I do.
Curious about how I can help you connect the dots? Letโs start a conversation.
#WealthToday #LegacyTomorrow #Simplicity #FinancialFreedom
Yesterday, my dear friend @Tracy Smith asked me an interesting question: What do you like that most people donโt? It got me thinking, and I realized one of my greatest strengths is my love for numbersโparticularly working with Excel.
I thrive on taking raw data and transforming it into something meaningful and impactful for people. Itโs not just about simplifying complexity; itโs about helping you create Wealth today so you can build a Legacy for Tomorrow.
Thanks, Mark Halpern, for the inspiration todayโit reminded me why I do what I do.
Curious about how I can help you connect the dots? Letโs start a conversation.
#WealthToday #LegacyTomorrow #Simplicity #FinancialFreedom
Complexity to Simplicityโ It's not just what I do, It's my purpose in life.
Yesterday, my dear friend @Tracy Smith asked me an interesting question: What do you like that most people donโt? It got me thinking, and I realized one of my greatest strengths is my love for numbersโparticularly working with Excel.
I thrive on taking raw data and transforming it into something meaningful and impactful for people. Itโs not just about simplifying complexity; itโs about helping you create Wealth today so you can build a Legacy for Tomorrow.
Thanks, Mark Halpern, for the inspiration todayโit reminded me why I do what I do.
Curious about how I can help you connect the dots? Letโs start a conversation.
#WealthToday #LegacyTomorrow #Simplicity #FinancialFreedom
Yesterday, my dear friend @Tracy Smith asked me an interesting question: What do you like that most people donโt? It got me thinking, and I realized one of my greatest strengths is my love for numbersโparticularly working with Excel.
I thrive on taking raw data and transforming it into something meaningful and impactful for people. Itโs not just about simplifying complexity; itโs about helping you create Wealth today so you can build a Legacy for Tomorrow.
Thanks, Mark Halpern, for the inspiration todayโit reminded me why I do what I do.
Curious about how I can help you connect the dots? Letโs start a conversation.
#WealthToday #LegacyTomorrow #Simplicity #FinancialFreedom
The superficial loss rules - Have you tripped the wire?
An investor may inadvertently trip over the complex superficial loss rules. Surprise! This can cause unexpected results.
I wish you a year filled with purpose, growth, and Joy. May this new chapter bring endless opportunities to create meaningful moments, achieve your goals, build legacies.
Happy New Year!
Happy New Year!
I wish you a year filled with purpose, growth, and Joy. May this new chapter bring endless opportunities to create meaningful moments, achieve your goals, build legacies.
Happy New Year!
Happy New Year!
As the Year comes to a close, I want to take a moment to express my heartfelt gratitude for your trust and partnership throughout 2024. It has been a truly wonderful year, and much of that is thanks to incredible clients, networking partners and business collaborators like you.
This holiday season, I hope you find time to relax, celebrate and enjoy meaningful moments with your loved ones.
Happy Holidays from our Team at ROCAโจ
This holiday season, I hope you find time to relax, celebrate and enjoy meaningful moments with your loved ones.
Happy Holidays from our Team at ROCAโจ
As the Year comes to a close, I want to take a moment to express my heartfelt gratitude for your trust and partnership throughout 2024. It has been a truly wonderful year, and much of that is thanks to incredible clients, networking partners and business collaborators like you.
This holiday season, I hope you find time to relax, celebrate and enjoy meaningful moments with your loved ones.
Happy Holidays from our Team at ROCAโจ
This holiday season, I hope you find time to relax, celebrate and enjoy meaningful moments with your loved ones.
Happy Holidays from our Team at ROCAโจ
Inheritance planning: When equal and fair arenโt the same thing
Inheritance Planning: When equal and fair arent the same thing - an interesting article on the importance of planning your legacy.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
I was honored to attend the Womenโs Health at Work: Closing the gender gap event by @The Globe and Mail in partnership with Sun Life. The focus of the event was on the importance of womenโs health in the workplace and the essential role that it plays in our society.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing womenโs health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing womenโs health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
I was honored to attend the Womenโs Health at Work: Closing the gender gap event by @The Globe and Mail in partnership with Sun Life. The focus of the event was on the importance of womenโs health in the workplace and the essential role that it plays in our society.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing womenโs health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing womenโs health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
Yesterday, I was invited to attend a powerful Truth and Reconciliation event at the Catholic Community Services of York Region (CCSYR). It was a moving experience that deepened my understanding of our shared history and the importance of healing and respect for indigenous communities. Let's continue the conversation and commit to meaningful actions for reconciliation. Thank you Magda for allowing me to be part of this wonderful event.
#TruthAndReconciliation #Unity #IndigenousVoices
#TruthAndReconciliation #Unity #IndigenousVoices
Yesterday, I was invited to attend a powerful Truth and Reconciliation event at the Catholic Community Services of York Region (CCSYR). It was a moving experience that deepened my understanding of our shared history and the importance of healing and respect for indigenous communities. Let's continue the conversation and commit to meaningful actions for reconciliation. Thank you Magda for allowing me to be part of this wonderful event.
#TruthAndReconciliation #Unity #IndigenousVoices
#TruthAndReconciliation #Unity #IndigenousVoices
It was a great honor to have participated yesterday as a panelist at "Empowering Women in Wealth" along with wonderful women: Oricia Smith, President of SLGI Management Inc. & SVP Investment Solutions Sun Life; Taryl Kramp, Regional Vice President -Toronto Sun Life; and fellow Advisor Brittany Toth.
It was inspiring to discuss strategies for empowering women in the wealth business. The insights shared and connections made were truly motivating. Together, we can break barriers and create opportunities. Let's continue to support each other on this journey! #WomenInWealth#EmpoweringWomen
It was inspiring to discuss strategies for empowering women in the wealth business. The insights shared and connections made were truly motivating. Together, we can break barriers and create opportunities. Let's continue to support each other on this journey! #WomenInWealth#EmpoweringWomen
It was a great honor to have participated yesterday as a panelist at "Empowering Women in Wealth" along with wonderful women: Oricia Smith, President of SLGI Management Inc. & SVP Investment Solutions Sun Life; Taryl Kramp, Regional Vice President -Toronto Sun Life; and fellow Advisor Brittany Toth.
It was inspiring to discuss strategies for empowering women in the wealth business. The insights shared and connections made were truly motivating. Together, we can break barriers and create opportunities. Let's continue to support each other on this journey! #WomenInWealth#EmpoweringWomen
It was inspiring to discuss strategies for empowering women in the wealth business. The insights shared and connections made were truly motivating. Together, we can break barriers and create opportunities. Let's continue to support each other on this journey! #WomenInWealth#EmpoweringWomen
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