The key to successful financial planning is cash and debt management. With the constant pressure for instant gratification many. Financial management is more than preparing a preparing a budget, or figuring out when you can afford to buy a house. In many cases a client may not have the cash flow to fund his or her objectives and that’s where I can help. By properly structuring your debts I can help you achieve your financial goals and objectives.
There are items in the recent Federal Budget that may be important to you, your family and your business. Here’s a 2024 Canadian Federal Budget handy tip sheet to help you manage your finances from Empire Life. Read here or download a copy using the link 2024 Canadian Federal Budget.
Open a high-interest Advantage Account for your everyday banking and savings needs. You’ll enjoy great features, plenty of flexibility — and an exceptional rate on all your money! Applying for an account should take about five minutes. Please have the following items ready: ● Your contact information ● Your Social Insurance Number (SIN) You must […]
Annuity Update – September 2020 2020 has been quite a roller coaster for investors so far, to say the least. COVID-19 was the primary reason for the market’s decline in March 2020 and thankfully the outlook is slowly improving. While younger investors may take advantage of low prices for securities due to a longer term […]