"At this point last January, I was determined to change my relationship with money forever," says Daniel. This is a New Year's resolution he shared with 69% of Canadians last year1. However, unlike most others, Daniel has been able to stick with his promise to get control of his financial life. "I'd say 100% of my success comes down to working with a financial advisor who offered me a powerful way to get started and keep going."
If you're in your 50s, and thinking about your financial future makes you anxious, you're not alone. 70% of Canadians are worried they won't have enough money to retire1. While you can't go back in time to save more or spend less, it's not too late to get started. Even if you've been saving diligently, your 50s are a good time to assess where things are at. Financial choices you make today could have a big impact on where you are ten years from now.
Here are some helpful tips for you to consider:
Well, the countdown is reaching its end … the last few weeks to get on the nice list. In this very busy time, we want to take a moment to wish you and your family the very best over the holiday season.
These past couple of years have been filled with difficult times. But as we start the holiday season, there is much to be thankful for. We look forward to a new year with anticipation and excitement.
Now may be the perfect time to teach your children about financial independence. There are plenty of real-life examples in the media of how not to manage your finances. To really teach children money management skills, they must learn to handle money personally and to make consequential decisions on how to manage it.
It's that time of year when wish lists for gifts are circulating. Before purchasing that iPad, game system, e-bike or leather jacket, consider a gift that will keep giving well into the future.
Knock, knock … who's there? Our newest team member, Samantha!
You may have heard a new voice when calling the office recently … we are happy to officially introduce our newest team member, Samantha Jones.
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
