Andrew Acherman

08/10/2023

Ready to embark on your financial journey? Take the first step by meeting a Certified Financial Planner (CFP®) to discuss your assets, liabilities, and goals. Let's Talk - https://ftt.rocks/3MwOTvU

07/04/2023

A new baby? A new job? Rates renewing? Understand when and why you should conduct an insurance audit

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As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making t...

06/29/2023

Need expert advice for your financial decisions? A CFP® can help you navigate the complexities and find the best options.

Let's navigate this together
Let's Talk - https://ftt.rocks/3MwOTvU

06/28/2023

Are you among the few Canadians who regularly review their insurance coverage? Today, on National Insurance Awareness Day, join the movement and make sure your policy keeps up with your life changes.

06/27/2023

Take charge of your financial future with a Certified Financial Planner (CFP®) by your side.
We can help you reach your goals. Let's Talk - https://ftt.rocks/3MwOTvU

06/22/2023

Wondering what works and what doesn't? A CFP® provides analysis and guidance to help you reach your financial goals.

Let's Talk - https://ftt.rocks/3MwOTvU

06/20/2023

Share your assets, liabilities, and goals with a CFP®. They'll create plans for each aspect of your financial life.

Call today to learn more. Let's Talk - https://ftt.rocks/3MwOTvU

06/15/2023

Get started on your financial journey with a brief introductory meeting with a CFP®.
We can help! Let's Talk - https://ftt.rocks/3MwOTvU

06/13/2023

Want a custom-designed financial plan just for you? A CFP® specializes in listening to your needs and goals.

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06/08/2023

What happens when the children grow up and they are no longer dependent on their parents? What happens to your other "baby"- the business? Estate planning for business owners deals with the personal and business assets.
Let's Talk - https://ftt.rocks/3MwOTvU

What happens when the children grow up and they are no longer dependent on their parents? What happens to your other "baby"- the business? Estate planning for business owners deals with the personal and business assets.

06/07/2023

📢 Important Announcement! The Bank of Canada alters its monetary policy stance following two consecutive sessions of maintaining steady interest rates.

In its latest rate decision, the central bank unveiled its decision to raise the key interest rate by a quarter-percentage point, resulting in a new rate of 4.75%. This adjustment signifies a departure from the bank's previous wait-and-observe strategy.

06/06/2023

Transportation, lodging, entertainment, and meals - choices matter. Similarly, a CFP® helps you make the right choices for your financial goals.
More information? Let's Talk - https://ftt.rocks/3MwOTvU