CARE Insurance & Wealth Professionals Inc.

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CARE Insurance & Wealth Professionals Inc. As financial advisors, our key role is to help our clients secure and plan their financial future.

This Thanksgiving, we’re taking a moment to reflect on what we’re most grateful for. 🍂We’re thankful for our family and ...
10/12/2026

This Thanksgiving, we’re taking a moment to reflect on what we’re most grateful for. 🍂

We’re thankful for our family and friends, our wonderful clients, and the people who make our community so special.

We’re grateful for the kindness, trust, and support we’ve received throughout the years, and for the meaningful relationships we continue to build along the way.

From our CareWealthPro family to yours, Happy Thanksgiving! 🧡🦃

🍽️ Build Your Financial Thanksgiving Plate!We’re putting a financial twist on the Thanksgiving dinner table! 🍂Take a loo...
10/10/2026

🍽️ Build Your Financial Thanksgiving Plate!

We’re putting a financial twist on the Thanksgiving dinner table! 🍂

Take a look at our menu and imagine you can only choose FOUR financial priorities to put on your plate.

Would you build your emergency fund? Save for retirement? Pay down debt? Invest? Protect what matters? Or maybe you’re working toward a home, education, or travel goal.

Everyone’s financial plate looks a little different — and that’s what makes this fun!

👇 Your turn! Pick 4 items from our menu and tell us what you’d put on your plate in the comments! 🍽️

We’ll go first… 👀🍽️

Planning for retirement starts with knowing your options. 💰🌱There are different ways to save, invest, and create income ...
10/08/2026

Planning for retirement starts with knowing your options. 💰🌱

There are different ways to save, invest, and create income for retirement—and understanding how they work can help you make more informed decisions about your financial future.

Here are some options you may want to explore:

💰 RRSP & RRIF
A Registered Retirement Savings Plan (RRSP) can help you build savings for retirement, while a Registered Retirement Income Fund (RRIF) can provide income from those savings later in life.

📈 TFSA & Investments
A Tax-Free Savings Account (TFSA) and other investments can provide additional opportunities to grow your savings while maintaining flexibility for the future.

🇨🇦 CPP & OAS
The Canada Pension Plan (CPP) and Old Age Security (OAS) are government benefits that may provide a source of income during retirement, depending on eligibility.

🏦 Pensions & Annuities
Employer pension plans and annuities may provide additional sources of retirement income and can form another part of your overall retirement picture.

There’s no one-size-fits-all approach to retirement. Your options can depend on your goals, timeline, income needs, existing savings, and personal circumstances.

Not sure which retirement options may be right for you?

Speak with one of our advisors to learn more about the options available and how they may fit your retirement goals.

🌐 carewealthpro.ca
✉️ [email protected]

10/05/2026

Looking for a career with more flexibility, growth, and the opportunity to make a difference? 💼✨

At CareWealthPro, we’re always looking to connect with individuals who are interested in exploring a career in the financial services industry.

Our Career Opportunity Sessions are an opportunity to learn more about what we do, what a career with us can look like, and how you can build your own business while helping individuals and families work toward their financial goals.

WHY CHOOSE TO WORK WITH US?
✅ Flexibility & work-life balance
✅ Unlimited earning potential
✅ Personal & professional growth
✅ Make a difference in people’s lives

Whether you’re considering a career change, looking for new opportunities, or simply curious about the financial services industry, we’d love to connect with you. 💙

📩 [email protected]
🔗 Register your interest here: https://forms.gle/6ukxXDrDB8f3BT95A

Continuous learning is a cornerstone of what we do at CareWealthPro. 📚On September 17, our team joined colleagues from a...
10/03/2026

Continuous learning is a cornerstone of what we do at CareWealthPro. 📚

On September 17, our team joined colleagues from across the financial services industry for the iA Portfolio Manager Presentation on Thematic Innovation at the Delta Hotels Burnaby Conference Centre.

We would like to thank iA Groupe financier (Industrielle Alliance) and Maxime Houde, CFA, Senior Director, Portfolio Manager, Thematic Investments, for sharing valuable insights on thematic investing, innovation-driven opportunities, portfolio diversification, and long-term growth trends shaping today’s investment landscape.

Opportunities like these help our advisors stay informed, continue learning, and strengthen the knowledge we bring to the clients and families we serve.

A special thank you as well to Hilda Ng, CIM®, for coordinating this event and creating valuable opportunities for advisor education and professional development.

We’re grateful to continue learning, growing, and connecting with professionals across our industry! 💙

💡 Did you know about the Registered Disability Savings Plan (RDSP)?An RDSP is a long-term savings plan designed to help ...
10/01/2026

💡 Did you know about the Registered Disability Savings Plan (RDSP)?

An RDSP is a long-term savings plan designed to help Canadians with disabilities who qualify for the Disability Tax Credit (DTC) build financial security for the future.

Some key benefits include:
💰 Potential government grants and bonds
📈 Tax-deferred investment growth within the plan
👨‍👩‍👧 Family members and others can contribute
🎯 Designed with long-term financial security in mind

If you or a loved one qualifies for the DTC, understanding how an RDSP works could be an important part of planning for the future.

📩 Want to learn more? Connect with one of our advisors to learn about RDSPs and explore your options.

📧 [email protected]
🌐 carewealthpro.ca

09/26/2026

🎥 A look back at our office opening! 🥂✨

On September 12, we celebrated an exciting milestone — the opening of our new CareWealthPro office!

From the ribbon cutting to celebrating with our clients, friends, family, and community, it was a wonderful way to mark the beginning of this new chapter. 💙

Here’s a little recap of some of the moments from our celebration! 🎥✨

We’re excited to continue growing and serving our community from our new home.

09/24/2026

“Corporate Wallet is less painful than using the Personal Wallet.” — Brad Pashby (PPI)

Last Wednesday, September 16, our team spent the day learning, connecting, and expanding our knowledge of the products and solutions available to better serve our clients.

A big thank you to AJ Insurance Services Ltd. for hosting this valuable day of education and professional development!

We would also like to thank the speakers from Humania Assurance , Foresters Financial , Desjardins Insurance , PPI, Pacific Blue Cross and Equitable for sharing their knowledge, expertise, and valuable insights with us.

Continuous learning is an important part of what we do, and we’re grateful for opportunities like this to grow as professionals and strengthen the support we provide to our clients.

Address

#604/2992 Glen Drive
Coquitlam, BC
V3B0V2

Opening Hours

Monday 10:30am - 6pm
Tuesday 10:30am - 6pm
Wednesday 10:30am - 6pm
Thursday 10:30am - 6pm
Friday 10:30am - 6pm

Telephone

+16043071442

Website

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