Tag: financial planning

Oct 20 2017

Attention Sears Canada Employees: Part 1

Attention Sears Canada Employees: Part 1 This article applies to most employees being terminated from their employment. I’ll use the current Sears Canada situation because as of the time of writing this article, there were numerous employees being severed from their jobs earlier this year and now with Sears Canada being shut down, this situation …

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Permanent link to this article: http://advantagewealthplanning.ca/attention-sears-canada-employees-part1/

Oct 18 2017

Open a Manulife Advantage Account ONLINE – Earn 2.25% [*1] interest through April 2018!

Open a Manulife Advantage Account ONLINE – Earn 2.25% [1] interest through April 2018! I’m excited to share details on an exclusive, limited-time offer Manulife Bank has made available to select advisors, including myself. I believe this opportunity may be a great complement to your current financial plan. High interest rate on new everyday banking and savings account Apply for …

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Permanent link to this article: http://advantagewealthplanning.ca/manulife-advantage-advantage-account-offer/

Oct 18 2017

FollowMe Limited Time Offer from Manulife until November 9 2017

FollowMeTM Health Insurance Special Offer until November 9 Whether you were ever covered by an employer sponsored Health and Dental Plan or not, Manulife has a special limited time offer until November 9, 2017: the FollowMe™ Health individual insurance plan. Normally you can only apply for FollowMeTM Health Insurance within 60-days of leaving any existing group plan but …

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Permanent link to this article: http://advantagewealthplanning.ca/manulife-followme-special/

Jan 06 2016

Happy New Year 2016

Happy New Year 2016 I have now been in the “financial services” business for over 15 years. From the beginning, most clients sought my advice for a specific need such as “retirement income planning” which typically focused around RRSPs. But “financial services” has evolved and as a Certified Financial Planner, CFP, for over 12 years, …

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Permanent link to this article: http://advantagewealthplanning.ca/happy-new-year-2016/