Sara with Barnes Capital Wealth Management

05/22/2026

My name is Sara Odersky, and I am a Licensed Financial Advisor with Barnes Capital Wealth Management, specializing in Group Health Benefits.

I work with businesses to customize employee benefits plans that align with the unique needs of their company and team, helping ensure you are not paying for unnecessary coverage while still providing valuable protection for your employees.

As an independent broker, I work with multiple insurance providers to compare options and secure competitive pricing tailored to your organization.

In addition to traditional employee plans, we also offer Group Health Benefits solutions for Independent Contractors, allowing individuals to maintain the flexibility of contracting while still receiving the security and support of comprehensive benefits coverage.

I would be happy to provide a complimentary review and quote for your current group benefits plan, including opportunities for potential cost savings and enhanced coverage options.

02/02/2026

The 2026 RRSP contribution deadline is March 2, 2026. Contributions made by this date can be deducted on your 2025 tax return and help reduce your taxable income. Send me a message for more info!

01/14/2026

💬 Quick question — are you confident in your financial plan right now?

Many professionals and business owners are doing well on paper…
but still feel unsure if everything is actually working together.

At Barnes Capital Wealth Management, we help clients simplify and optimize their finances by looking at the full picture, all under one roof.

In a complimentary 1-on-1 session, we can talk about anything you’re interested in, including:

✔️ Investment management
✔️ Tax optimization strategies
✔️ Retirement planning
✔️ Estate & legacy guidance
✔️ Life insurance & risk management
✔️ Business advisory services
✔️ Personal & group health insurance

No pressure. No obligation. Just clear guidance so you can make informed decisions with confidence.

👉 To book your free 1-on-1 session, fill out the short form on our website:
🌐 https://barnescapital.ca/

If you’ve been meaning to look at your finances more strategically — this is a great place to start.

Interested in... Investment managementTax optimizationRetirement StrategiesEstate and legacy guidanceLife insurance and risk managementBusiness advisory servicesPersonal and group health insurance

09/16/2025

𝐁𝐨𝐨𝐤 𝐲𝐨𝐮𝐫 𝐟𝐫𝐞𝐞 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲!
www.barnescapital.ca

https://calendly.com/sara-barnescapital/30min

09/03/2025

💙 Protect Yourself with Critical Illness Insurance! 💙

Life can be unpredictable, but you can take steps to protect yourself and your loved ones. Critical Illness Insurance provides a lump-sum payment if you’re diagnosed with a serious illness such as cancer, heart attack, or stroke—helping cover medical expenses, bills, or any other financial needs.

The best part? Coverage can be more affordable than you think. For example, a healthy 35-year-old can get coverage starting at just $20/month!

Don’t wait until it’s too late—plan ahead and secure peace of mind today. 💪

💬 Message me for a free, no-obligation quote and see how easily you can protect your future.

08/11/2025

💙 We’ve Got You Covered! 💙
We’re now able to offer Alberta Blue Cross® Health Benefits to fit your needs and budget.

✨ Protect yourself, your family, or your employees
✨ Flexible, affordable coverage
✨ Peace of mind for life’s “just in case” moments

📞 Message us today for a FREE quote!

08/06/2025

Looking for a smarter way to grow your savings in 2025?

Whether you're planning for a big purchase, an emergency fund, or your future, a Tax-Free Savings Account (TFSA) is one of the most powerful tools available to Canadians. It’s flexible, efficient, and—best of all—tax-free.

✅ What is a TFSA?

A TFSA is a registered investment account that lets your money grow tax-free. You contribute after-tax dollars, and any interest, dividends, or capital gains earned inside the account aren’t taxed—even when you withdraw them.

👥 Who should invest in a TFSA?

Canadians age 18+ with valid SIN

Savers with short, medium, or long-term goals

Ideal for low to middle-income earners

Great for those looking to complement an RRSP

💡 Key Benefits of a TFSA:

📈 Tax-Free Growth

Your investments (stocks, ETFs, mutual funds, GICs, etc.) grow without being taxed.

💸 Withdraw Anytime

Take out funds whenever you need—no penalties, no taxes.

🔁 Re-Contribute Next Year

Withdrawals made this year can be re-contributed as early as January 1 of the next year.

📊 Unused Room Rolls Over

If you don’t max out your contribution this year, the unused space carries forward indefinitely.

🧾 No Impact on Government Benefits

TFSA withdrawals won’t affect benefits like GIS, OAS, or the Canada Child Benefit.

2025 Contribution Limit Update:

Annual Limit (2025): $7,000

Lifetime Limit (as of 2025): $102,000 (if you were 18+ in 2009 and have never contributed)

Ready to grow your money tax-free?

Let’s review your TFSA strategy and make sure your investments are aligned with your goals.

07/29/2025

𝐃𝐢𝐝 𝐲𝐨𝐮 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐀𝐇𝐒 𝐨𝐫 𝐥𝐞𝐚𝐯𝐞 𝐲𝐨𝐮𝐫 𝐏𝐞𝐧𝐬𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐋𝐀𝐏𝐏?

You may be eligible to transfer it to a brokerage or advisor-managed account — offering more investment options, potential for stronger long-term growth, and personalized financial guidance.

💬 Message me for a quick LIRA checkup — it takes just 5 minutes and could make a real difference to your future.