Finance with Tobi

Finance with Tobi Business insurance for small & medium businesses in Canada. Licensed in AB, SK, MB, ON

Finance Enthusiast, investing in happiness, helping and guiding individuals and immigrants to reach their potential through Financial Protection and Wealth Creation.

09/09/2025

A tightrope walker performs with confidence. They know a safety net is there if they fall.

Your family depends on your income. Without it, how would they pay for the house, food, or college? You need a safety net to protect your loved ones from money problems.

That's what life insurance is. It's the most reliable way to give your family a financial safety net. It makes sure they won't have to face financial disaster.

DM me "Safety Net" for a simple guide.

Give your family the gift of peace of mind in Canada.If your parents or loved ones are visiting Canada or applying for a...
08/16/2025

Give your family the gift of peace of mind in Canada.

If your parents or loved ones are visiting Canada or applying for a Super Visa, medical insurance is a must before they land. This isn't just a rule, it's about protecting them from huge medical bills.

We make it easy to get IRCC-approved, budget-friendly coverage.

โœ… No stress, just smooth arrival.
โœ… Quick process for Super Visa & visitors.
โœ… Your family's health is secure.

Ready for peace of mind? Tap the link in bio for a free quote: https://forms.gle/6Xoq4SWajvfU89pSA or DM 'Travel' to chat!

07/11/2025

๐—ฌ๐—ผ๐˜‚'๐—ฟ๐—ฒ ๐—ณ๐—ผ๐—ฐ๐˜‚๐˜€๐—ฒ๐—ฑ ๐—ผ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฑ๐—ฎ๐—ถ๐—น๐˜† ๐˜๐—ฎ๐˜€๐—ธ๐˜€, ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฎ๐˜'๐˜€ ๐—ถ๐—บ๐—ฝ๐—ผ๐—ฟ๐˜๐—ฎ๐—ป๐˜. ๐—•๐˜‚๐˜ ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐˜๐—ต๐—ผ๐˜‚๐—ด๐—ต๐˜ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐˜๐—ต๐—ฒ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฐ๐—ผ๐˜€๐˜ ๐˜๐—ผ๐—บ๐—ผ๐—ฟ๐—ฟ๐—ผ๐˜„ ๐—บ๐—ถ๐—ด๐—ต๐˜ ๐—ฏ๐—ฟ๐—ถ๐—ป๐—ด ๐—ถ๐—ณ ๐˜†๐—ผ๐˜‚ ๐—ฑ๐—ผ๐—ป'๐˜ ๐—ฝ๐—น๐—ฎ๐—ป ๐˜๐—ผ๐—ฑ๐—ฎ๐˜†?

Putting off big money decisions often means paying a lot more later. It's not just about missing chances to grow your money; it's about dealing with bigger bills down the road. For example, if you don't plan your taxes well, you're probably paying more than you should. Smart people plan ahead to pay less, legally.

Taking action and planning smartly today can save you a ton of money and stress in the future. That means real peace of mind.

๐— ๐—ฒ๐˜€๐˜€๐—ฎ๐—ด๐—ฒ '๐—™๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ ๐—ฃ๐—ฟ๐—ผ๐—ผ๐—ณ' ๐˜๐—ผ ๐—ด๐—ฒ๐˜ ๐—ฎ ๐˜€๐—ถ๐—บ๐—ฝ๐—น๐—ฒ ๐—ด๐˜‚๐—ถ๐—ฑ๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ ๐—ฎ๐—ป๐—ฑ ๐˜€๐—ฒ๐—ฐ๐˜‚๐—ฟ๐—ถ๐—ป๐—ด ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐˜๐—ผ๐—บ๐—ผ๐—ฟ๐—ฟ๐—ผ๐˜„.

06/30/2025

๐—ง๐—ต๐—ถ๐—ป๐—ธ ๐—ฟ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—บ๐—ฒ๐—ฎ๐—ป๐˜€ ๐˜„๐—ฎ๐—ถ๐˜๐—ถ๐—ป๐—ด ๐˜‚๐—ป๐˜๐—ถ๐—น ๐Ÿฒ๐Ÿฑ? ๐—ก๐—ผ๐˜ ๐—ฎ๐—ป๐˜†๐—บ๐—ผ๐—ฟ๐—ฒ! ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐˜€๐˜๐—ฎ๐—ฟ๐˜๐˜€ ๐˜„๐—ต๐—ฒ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—บ๐—ผ๐—ป๐—ฒ๐˜† ๐˜„๐—ผ๐—ฟ๐—ธ๐˜€ ๐—ต๐—ฎ๐—ฟ๐—ฑ๐—ฒ๐—ฟ ๐˜๐—ต๐—ฎ๐—ป ๐˜†๐—ผ๐˜‚ ๐—ฑ๐—ผ.

If you're in IT or supply chain management, you know how demanding those roles can be. You can't rely solely on a company pension. Real security means having your money work for you, even when you're not working.

Let's create a personalized retirement plan with various income-earning options for you. Plan now, or you might end up working longer than you hoped. It's about shifting your mindset from merely surviving to truly succeeding.

Want to start your retirement income plan? Message 'Retire Me' for a free checklist!

06/10/2025

You've built an incredible career, especially those of you in Canadian Tech and Supply Chain. But I often ask my clients this: What will your family truly inherit from your hard work? Your impressive resume or a strong financial legacy?

It's easy for busy, high-income professionals to overlook crucial steps, such as estate planning and wealth transfer. Yet, this is genuinely how you ensure your money continues to work for your family, not just for a few years, but for generations.

I encourage you to think of life insurance as more than just protection. It's a powerful legacy-building tool. It's a strategic system designed to provide security and prosperity for your loved ones, long after your active career days are over.

Ready to explore how you can turn your successful career into lasting generational wealth?

Simply send me a DM with the word 'Legacy', and I'll send you a simple, straightforward guide to help you start planning your familyโ€™s financial future today. Let's build something truly lasting!

Hey Canadian Tech & Supply Chain Pros! ๐Ÿ‘‹You're known for making smart, strategic decisions. You optimize systems, manage...
06/06/2025

Hey Canadian Tech & Supply Chain Pros! ๐Ÿ‘‹

You're known for making smart, strategic decisions. You optimize systems, manage complex logistics, and predict market shifts. So, when it comes to your family's future, why sit on the fence?

That feeling of indecision can be tough, especially with how fast things change these days. Just like a breakdown in your supply chain, not having a clear plan for your family's financial security can create huge problems when you least expect them.

Life insurance isn't just a "what if." It's a "when" โ€“ when life throws a curveball, will your family's finances be protected? It's about ensuring your income stream is replaced, your mortgage is covered, and your kids' education is secure, no matter what.

You've built your career on proactive planning and risk mitigation. It's time to apply that same wisdom to the most important "asset" you have: your loved ones. Let's get off that uncomfortable fence together.

Ready to build a resilient future for your family?

06/02/2025

Why Most Tech & Supply Chain Pros Burn Out Financially

Long hours. High stress. No time to plan. Sound familiar?

Many invest in their skills but forget about financial strategy. This is the shift needed for true success.

If your paycheck isn't working for you, it might be holding you back. Absolute security happens when your money earns without you lifting a finger.

Invest time in your future while you have the energy and opportunity. Create the changes you want to see.

Want to know how? Send me 'Exit Plan' and I'll guide you through levelling up your financial strategy.

05/27/2025

๐—ช๐—ต๐˜† ๐—›๐—ถ๐—ด๐—ต ๐—œ๐—ป๐—ฐ๐—ผ๐—บ๐—ฒ ๐——๐—ผ๐—ฒ๐˜€๐—ปโ€™๐˜ ๐—˜๐—พ๐˜‚๐—ฎ๐—น ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—™๐—ฟ๐—ฒ๐—ฒ๐—ฑ๐—ผ๐—บ

Did you know? Earning over $100K as an IT or supply chain professional might feel good, but it doesnโ€™t necessarily mean youโ€™re on a path to financial freedom. Hereโ€™s why:

โ€ข High income doesnโ€™t guarantee lasting wealth. ๐ŸŽฏ Let's build a system that rewards you long after you clock out.
โ€ข Too many professionals are cash-flow poor because they were never taught how to build assets. ๐Ÿก๐Ÿ“ˆ
โ€ข Youโ€™re always solving problems for othersโ€”but whoโ€™s solving yours when it comes to finances?

Want to change this? DM โ€˜Planโ€™ and Iโ€™ll send you a personalized financial blueprint designed for tech and logistics pros.

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