🧠The Truth About Life Insurance in Canada: What You’re Not Being Told
Life insurance is one of those topics people tend to avoid. It sounds complicated, expensive, and full of fine print, and the truth is, a lot of what’s said about it just isn’t accurate. As a financial advisor, I’ve seen clients make decisions about insurance based on half-truths and sales pitches. The result? They either […]
5 Huge Mistakes To Avoid When Building A Financial Plan
5 Huge Mistakes To Avoid When Building A Financial Plan Number 3 could cost you THOUSANDS! 1.Trying to “go it alone”/Doing everything yourself. Yes it’s true you can use online brokerages for stocks, bonds, ETF’s & cryptocurrencies, you could create a plan for yourself without ever meeting with a live person. Although, you may be […]
Financial Goal Setting
Financial Goal Setting Before I get started on the breakdown of financial goals, I would like to start with a few words about goal setting in general: The basis of any plan, financial or otherwise is having the end goal in mind. It is much easier to get to where you need to be when […]