Danielle Chase - Licensed Agent

04/17/2025

The BoC noted it is proceeding with caution. Read how its rate hold will impact you, whether you’re a borrower, investor or saver.

04/17/2025

Thank you Bedford Business Association (N.S.) for hosting a great luncheon today!

Thank you Jason from Halifax Partnership for the insightful information and chat 😊

03/25/2025

New rules limit how much Canada’s banks can charge if you don’t have enough funds in your personal account to cover cheques and pre-authorized debits.

03/12/2025

10/23/2024

Which means the prime lending rate will decrease too!

08/17/2024

Did you know GIA is an option with insurance companies?

Wonder why banks have Guaranteed Investment Certificates (GICs) and insurance companies offer Guaranteed Interest Accounts (GIAs)?

While both lock in a set interest rate for a specific term, GIAs provide additional benefits like helping with estate planning, creditor protection and so much more.

Learn about Equitable’s fresh approach to guaranteed investing: https://bit.ly/4flZ9EJ

07/26/2024

Which means the prime lending rate has decreased too!
Prime rate is now 6.7%

06/10/2024

When a full review or plan is done retirement is one of the topics we will discuss. No matter how near or far that is for you!

If you are someone who is far out from retirement, the earlier you can start saving the more your future self will thank you!

If you're getting closer to retirement, it is focusing in on what your lifestyle is going to be to know if some tweaks or course corrects are needed to work towards your goal. 😊

There’s no magic formula for calculating how much money you’ll need when you retire. A number of factors can come into play. Here are a few...

06/09/2024

True or false:

You’re unable to apply for the disability tax credit if you don’t have a family doctor.

The answer: False!

There are many types of medical practitioners that can help you complete and certify your application. Besides a doctor, it can be a nurse practitioner, optometrist, audiologist, occupational therapist, physiotherapist, psychologist, or speech-language pathologist.

Learn more:
https://ow.ly/oEsU50SilIp

[Image description: A person wearing glasses is looking out of a window. Sunlight is shining on their face.]

06/08/2024

The average person may face multiple challenges due to lack of and financial concepts.
According to FIQ Powered by WFG:
➡️13% of the general population answered financial literacy questions correctly.
➡️68% of WFG clients answered financial literacy questions correctly.

What does that mean for YOU? Are you facing new challenges? If so, I am here to help you develop new solutions as you navigate your financial journey.
Connect with me here [[email protected]] and learn how FIQ can benefit your future.
*Source – 2023 FIQ Study

06/06/2024

Which means the prime lending rate has decreased too