ExcelPlan Financial/Investia Financial Services Inc.

05/10/2023

Some of you were notified by letter from Mackenzie Investments that you were affected by the InvestorCOM GoAnywhere cybersecurity incident. Mackenzie has provided a short video for their applicable accountholders (present or past) to help you with signing up for the free (for two years) credit monitoring service through "MyTrueIdentity."
There is no rush-- you have until August 31st to register, and their web site is having difficulty dealing with the volume of requests coming in right now, so wait a few weeks if you can. YOU ARE COVERED even before you register.

Zoom unifies cloud video conferencing, simple online meetings, and cross platform group chat into one easy-to-use platform. Our solution offers the best video, audio, and screen-sharing experience across Zoom Rooms, Windows, Mac, iOS, Android, and H.323/SIP room systems.

05/09/2022

Dynamic Funds Advisor Magazine interviewed Timea about the Heightened Responsibility of today's Financial Advisors. See the article below!

11/18/2021

https://urldefense.com/v3/__https:/www.advisor.ca/news/industry-news/too-few-canadians-have-or-understand-in-depth-financial-plans-study/__;!!C_xIDw!4xaiSRao2LluARtBGfttaVYrcZdBqC0ptf5wgs5X9_zXY_IvOncfxDAgoaNkKzrVxA$

Only one third of those polled felt they knew "a lot" about what a financial plan is

10/24/2021

When it comes to negotiating, there are specific skills that come into play and one of those is the ability to have hard conversations. Asking for a raise or a promotion is definitely a hard one. Here's how to do it.

09/22/2021

Paying for an education by using a registered education savings plan is very likely more difficult to understand than a course in astronautical engineering. RESPs are a great vehicle for education savings, but making withdrawals can be confusing. Here are some tips.

07/28/2021

The pandemic has changed the way digital nomads do their jobs far from home, and who decides to live their lives on the road.

06/17/2021

Cybersecurity experts say they will make our online accounts more secure. But the usual methods of persuasion don’t work.

05/16/2021

Parents across Canada who say the federal government’s plan to facilitate $10-a-day childcare across the country would completely change their financial, professional and personal lives, while allowing them to better invest in their child’s future.

05/12/2021

As you think about your own life, consider what the get-give ratio means for you. Where do you want to make an impact as you go through life and after you’re gone?

05/09/2021

It seems that the Liberals are wanting to spend their way into the hearts of Canadians. Is there money in this budget for you? Let’s look at some key measures, and tips that flow from them.

05/05/2021

Even less valuable and complicated estates can learn from the entertainer's oversights. Five years after his death, his estate is still being disputed.

05/02/2021

With coronavirus vaccines now more readily available, you might have ambitions to venture far from home. Government officials, after all, say traveling is a low-risk activity for the inoculated.