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What Happens Once We Connect?

Monday, January 13th 2020

You're thinking of reaching out to a financial advisor, but worried you may not be a good fit, don't have time, or know what questions to ask.

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Retirement

The Scary Reality (that doesn’t have to be yours)

Monday, January 6th 2020

You want to live your best life today, but are you willing to do that at the cost of your retirement?

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Financial Freedom
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increase wealth
5-Step Pulse Process

The PULSE Process: 5 Step Planning Process

Monday, December 23rd 2019

Why is having a process important when it comes to your overall financial picture?

Financial Advisor
Financial Freedom
financial security
increase wealth
reduce stress
Retirement

When should I reach out to a financial specialist?

Monday, December 16th 2019

There is a retirement savings crisis in Canada. Know that you are not alone and your advisor will expect this. You have to start somewhere, and the earlier the better.

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What does a Financial Advisor Do, and what can one do For me?

Monday, December 9th 2019

Often times a life event forces us to look into hiring a Financial Advisor. You may ask what can a Financial Advisor do for you?

I Can’t Afford A Financial Advisor – And Other Excuses That Are Keeping You in Debt

Monday, December 2nd 2019

If you have never worked with a financial advisor before, it might feel daunting. What happens once we connect? What if I don’t think we are a good fit? What if I’ve wasted my money?

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The Benefits of Being Virtual

Monday, November 25th 2019

Meeting virtually means you can meet anywhere, saving you time and money.

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Financial Freedom
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Retirement

When we work together, how will I know what we are doing is working?

Monday, November 18th 2019

Proper budgeting and cash flow management is a huge part of financial planning and growth – it helps you eliminate over-spending and maximize what you have so you have a lot more to put towards debt or wealth accumulation.

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Financial Advisor

Are you worried you aren't saving enough for your child's education?

Tuesday, November 12th 2019

Next to saving for retirement, the biggest financial challenge is probably saving for your child’s college education.

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Financial Advisor
Retirement

Would you Rather Have $500,000 or $2,000,000 For Your Retirement?

Tuesday, November 5th 2019

According to IPSOS Reid, people who work with a Financial Advisor have on average 3X greater Net Worth and 4X more investible assets by the time they retire. That’s the difference between say $500k in retirement, and over $2 MILLION.

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