Bertpepitof55financial

12/24/2025

08/30/2023

Beautiful fall is coming soon. Time to check your financial planning strategies.

06/10/2023

ICYMI: Our valued corporate partner, Canada Life Co, is featured in the latest edition of FORUM Magazine for their ‘Canada Life My Par Gift’ - A first-of-its-kind, single premium payment participating life insurance is designed for charitable giving, which allows donors to make a bigger impact with the charitable donation they make during their lifetime.

Find out how My Par Gift can help you achieve your goals: https://bit.ly/43L9Qdk

11/29/2022

Nathan Square night

10/01/2021

If you’re looking to tackle your credit card debt but aren’t sure how to do it, reach out!

09/30/2021

Some advantages of a registered education savings plan (RESP):

🌱 Your savings can grow tax free

🕰️ Remain open for 36 years

📊Wide range of investment choices

I can help you set up an RESP for your children's future. Contact me!

A Registered Education Savings Plan (RESP) helps you save for a child’s education after high school.

09/30/2021

Why should you buy life ? One reason is that it can help protect your loved ones financially if you’re no longer there to support them. Here’s how to start the process of looking for life insurance.

Buying insurance for the first time doesn't have to be daunting. You can use these helpful tips when considering a plan.

09/29/2021

How well do you know the RRSP? Here are some key facts:

👵🏼 It was designed for people who want to save for retirement

🧾 If you withdraw any amount, you'll have to pay taxes

🏠 You can use the money in the RRSP to buy your first home

Find out more here: ow.ly/Ac1G102Yr4m

09/29/2021

Goals-based investing takes into account your personal goals and offers a disciplined investment approach with clear action steps to help you reach them. Send me a message to learn more.

With Constellation Managed Portfolios, your advisor can help you align your investments directly with long or short-term goals.

09/29/2021

This calculator can help you estimate the future value of your TFSA. ow.ly/xygJ102YAb1 /

Always know the latest news on investor initiatives and research, educational resources and fraud warnings by signing up for our newsletter.

09/28/2021

Things you can do with a sudden financial windfall gain:

💳 Reduce your debt

👵 Invest for retirement

🏡 Revisit your goals

Find out more helpful tips here:

While spending unexpected funds on lifestyle upgrades can offer short-term benefits, the right investment strategy can help you achieve greater financial security down the line.

09/28/2021

I understand your life is different from anyone else’s. I can help you set up personalized solutions for your insurance and investment needs. Reach out! . ow.ly/bINl102YA9J