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 #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 #newtecumseth #ontario #orostation #penetanguishene #portsevern #simcoecounty #stayner #wasagabeach #washago #waubaushene

Posted at 04:48 AM