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Friday, March 15, 2024

Tax Season is a good time for a Financial Review.
Helping you with whatever life throws at you.
• Life changes: marriage, divorce, or expecting a newborn
• Losing or switching jobs / careers
• Financial windfalls: winning the lottery or inheritance
• Debt stacking or consumer proposal
This isn't an exhaustive list. What about goals such as saving for a house and investing for retirement?
Accepting New Clients
Learn more here: https://tinyurl.com/msmithefg
#insurance... more

Posted at 04:49 AM

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Friday, March 15, 2024

Tax Season is a good time for a Financial Review.
Helping you with whatever life throws at you.
• Life changes: marriage, divorce, or expecting a newborn
• Losing or switching jobs / careers
• Financial windfalls: winning the lottery or inheritance
• Debt stacking or consumer proposal
This isn't an exhaustive list. What about goals such as saving for a house and investing for retirement?
Accepting New Clients
Learn more here: https://tinyurl.com/msmithefg
#insurance... more

Posted at 04:48 AM

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Thursday, March 14, 2024

I'll be a vendor at the upcoming Easter Show #portmcnicoll #simcoecounty #easter

Posted at 07:04 PM

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Wednesday, March 13, 2024

Tax Season is a good time for a Financial Review.
It's all about the numbers.
Numbers don't lie.
Don't like crunching the numbers?
We can crunch the numbers for you!
Accepting New Clients
Learn more here: https://tinyurl.com/msmithefg
#insurance #insurances #lifeinsurance #criticalillness #criticalillnessinsurnce #disability #disabilitycoverage #disabilityinsurance #healthcoverage #healthinsurance #homecare #investment #investments #investing #retirement #rrsp... more

Posted at 08:56 AM

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Tuesday, March 12, 2024

Morning Walk With Molly

Posted at 10:05 AM

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Monday, March 11, 2024

Tax Season is a good time for a Financial Review.
Accepting New Clients
Learn more here: https://tinyurl.com/msmithefg
#insurance #insurances #lifeinsurance #criticalillness #criticalillnessinsurnce #disability #disabilitycoverage #disabilityinsurance #healthcoverage #healthinsurance #homecare #investment #investments #investing #retirement #rrsp #rrif #tfsa #fhsa #resp #rdsp #keyperson #angus #barrie #borden #brechin #coldwater #collingwood #creemore #elmvale #innisfil #midland... more

Posted at 11:57 AM

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Sunday, March 10, 2024

Did you Spring Forward?

Posted at 08:20 AM

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Friday, March 8, 2024

Tax Season is a good time for a Financial Review.

How do I save?
How much do I save?
When do I start saving?

Learn more here: https://tinyurl.com/msmithefg

#insurance #insurances #lifeinsurance #criticalillness #criticalillnessinsurnce #disability #disabilitycoverage #disabilityinsurance #healthcoverage #healthinsurance #homecare #investment #investments #investing #retirement #rrsp #rrif #tfsa #fhsa #resp #rdsp #keyperson #angus #barrie #borden #brechin... more

Posted at 04:51 AM

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Wednesday, March 6, 2024

Tax Season is a good time for a Financial Review.
Whether an Individual, Family or Business.
There are questions we all need to be asking ourselves. Such as:
If I became partially disabled would I still work?
If anything happened to me would I want my Family to be worse off, better off, or about the same?
What would happen to my Business if I lost my best person?
How can I get my retirement plan back on track? Or even started?
Providing Solutions for Taxes and Aging.
Learn more here:... more

Posted at 08:13 PM

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Monday, March 4, 2024

Tax Season is a good time for a Financial Review.
Whether an Individual, Family or Business.
There are questions we all need to be asking ourselves. Such as:
If I became partially disabled would I still work?
If anything happened to me would I want my Family to be worse off, better off, or about the same?
What would happen to my Business if I lost my best person?
What's your need?
Providing Solutions for Taxes and Aging.
What's your most important concern?
Learn more here:... more

Posted at 06:58 AM