ZZ Financial Planning

03/14/2021

09/05/2020

Do you have mortgage insurance with your lending institution?

Are you interested in paying less for more comprehensive coverage that protects your family instead of your lender?

Get mortgage insurance to protect your mortgage and other financial obligations in the event of death.

09/03/2020

You’ve protected your home against damages, theft and bad weather. But have you thought about protecting your investment in the event of death, disability or a serious illness?

Get mortgage insurance to protect your mortgage and other financial obligations in the event of death.

08/30/2020

Why purchase disability credit insurance if you rent?

If you suddenly lost your income, would you be able to keep up with payments for rent and financial obligations? Disability credit insurance for renters will make sure you’re covered.

If you suddenly lost your income due to a disability, would you be able to keep up with payments for rent and financial obligations? Disability credit insurance for renters will make sure you’re covered.

08/29/2020

Unfortunately, no one is safe from critical illnesses 🤒, but financial support can help you handle it💰!

The Transition Index helps you learn about your critical illness insurance needs, which can vary based on:
💼 Your job
👪 Your family and financial situation
🗺️ Where you live

Find out your transition index in 5 quick questions!
https://ia.ca/transition-index

The Transition Index is an easy way to identify your critical illness insurance needs.

08/25/2020

Being diagnosed with a critical illness can be overwhelming 😷.

I can help you make the right choice for financial assistance based on your needs 🤙 so that you don’t have to worry about your finances during this difficult time.

Contact me to learn more!
https://ia.ca/critical-illness-insurance

Purchase critical illness insurance and protect yourself against the financial consequences of an illness.

08/22/2020

What if we told you that $175,000 in RRSPs for at least 15 years in retirement wasn’t enough, how would you react? 🤔

Surprised? Yet, it’s true, if you think about the taxes you’ll pay on withdrawals, which affects how much income you’ll receive. 📉

My job is to give you information and help you plan so you can optimize your retirement income. 💲

To learn more about RRSPs, read this article and contact me to discuss it!

https://www.journaldemontreal.com/2020/07/29/quelle-retraite-peut-on-esperer-avec-175000dollars-de-reer (french only)

C’est beaucoup d’argent quand même, mais qu’est-ce que ça représente, comme revenus de retraite, 175 000$ de REER?

08/20/2020

Are you looking to plan your estate so you can leave more to your loved ones or benefit from liquidity to maximize your retirement income? Participating life insurance could be an excellent option for you and your family. Participating life insurance allows you to maximize the growth of your estate. Discover its benefits and how it works.

Participating life insurance allows you to maximize the growth of your estate. Discover its benefits and how it works.

08/17/2020

Eighth edition of the Virtual Summer Tour with Clément Gignac and This week, a discussion on investment opportunities in global equities with Pierre Chapdelaine, CFA, Principal Portfolio Manager, International Equities, iAIM!

They discuss investment opportunities in global equities. Enjoy the show!

Watch or re-watch it here!

INVESTED IN YOU. © 2020 Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved.

08/16/2020

Every good financial plan should include an RRSP and a TFSA. Do you know the differences between the two and the advantages thereof? Jean-Sébastien Jutras, Director, Advanced Financial Planning, has made a comprehensive video on this topic.

You want to adhere to one of these plans? Contact me!

https://www.facebook.com/iacanada/videos/923205771517059/