AMA Financial Services

03/20/2026

A huge thanks to the young people who joined us for our "Building Savings & Wealth" workshop at Pickering YMCA! It was fantastic to discuss setting clear financial goals and understanding the wealth formula.

We believe financial education is essential for everyone's future.

Want to empower your employees? We can bring this valuable workshop directly to your workplace.

Message us today to schedule a session for your team!

03/08/2026

RSVP by Completing this Form https://forms.gle/ybTiCMdXJAbvBswR8

12/30/2025

10/16/2025

📚 Financial Workshop Series at Lindsay Public Library 💡
We’ve successfully completed Budgeting 101 and Estate Planning workshops — empowering our community with tools to take charge of their financial future! 💪
A big thank you to everyone who participated and made learning fun and interactive! 🎉👏
📅 Upcoming Workshops:
🔹 October 22: Credit & Managing Debt — Learn strategies to reduce debt and build a solid financial foundation.
🔹 October 29: Building Savings and Wealth — Explore smart ways to grow your savings and achieve financial freedom.
Join us at the Lindsay Branch – Downstairs Meeting Room at 5:30 PM.
Let’s continue this journey toward financial literacy together! 💰✨

10/09/2025

📣 Financial Literacy Workshops Have Begun! 💡
We kicked off our Financial Literacy Series at the Lindsay Public Library with an engaging session on Budgeting 101!
It was a great start to a month of empowering workshops designed to help our community build stronger financial foundations.
💼 Upcoming Workshops:
📅 October 15 – Estate Planning
📅 October 22 – Credit & Managing Debt
📅 October 29 – Building Savings and Wealth
🕠 Time: 5:30 PM
📍 Location: Lindsay Branch – Downstairs Meeting Room
Join us to learn, share, and take control of your financial future!

10/04/2025

✨ Successful Completion at Bobcaygeon Library Branch! ✨

We had an incredible session at the Bobcaygeon Library Branch – thank you to everyone who joined, participated, and made it a success! 🙌📚

We’re so excited to continue this journey with our upcoming sessions at:
📍 Lindsay Branch
📍 Fenelon Falls Branch

Stay tuned for more learning, growth, and community connections! 🌟

09/29/2025

🚨 Consumer Alert 🚨
"Daughter hit with $660,000 tax bill when both parents died in the same year." – CTV News
When both parents passed within months, their daughter was left facing a shocking $660K tax bill due to estate rules on RRSPs, retirement savings, and capital gains.
👉 This story is a wake-up call:
• At death, RRSPs and investments are treated as income.
• Investment properties and cottages may trigger big capital gains taxes.
• Without planning, families may have to sell assets to cover the bill.
💡 Lesson: Estate planning, life insurance, and financial advice aren’t luxuries—they’re necessities. Protect your loved ones from unexpected financial burdens.


Book a free workshop today on Estate Planning - Call (416) 819-6842

09/27/2025

📚💰 Financial Workshops at Bobcaygeon Library – Going Strong! 💰📚

Our free financial workshops have been a huge success so far — and we’re not done yet! 🙌
Here’s a quick look at what’s already covered and what’s still to come:

✅ Workshops Completed:
📅 Sept 11 – Budgeting 101
💡 Learned how to create a working budget, manage spending, and build strong money habits.

📅 Sept 18 – Estate Planning
📝 Explored how wills, trusts, and legal tools protect your legacy and loved ones.

📅 Sept 25 – Credit & Managing Debt | ⏰ 5:30 PM
📌 Understand credit, reduce debt, and build a solid financial foundation.

🕗 Upcoming Workshops:
📅 Oct 2 – Building Savings & Wealth | ⏰ 5:30 PM
📌 Learn strategies to grow your savings, invest wisely, and plan for long-term financial freedom.

📍 Location: Bobcaygeon Branch – Meeting Room (123 East St. S.)
🎟️ No registration required — just show up!

Join us and take charge of your financial future! 💪

05/30/2025

🌟 WE'RE HIRING LICENSED FINANCIAL ADVISORS!📍
POSITION:
✔ Full-Time or Part-Time Roles Available
✔ HLQP Licensed (With or Without Experience)
✔ Fresh Graduates Welcome – We support in Licensing & Training!
🔥 PERKS:
✅ Best Commission Structure in the Market
✅ Flexible Work Environment
✅ Mentorship from Industry Leaders
✅ Career Growth Pathways

🎯 IDEAL CANDIDATE:
✔ Strong Communication & Persuasion Skills
✔ Self-Motivated but a Team Player
✔ Passionate About Client Success

📅 BOOK YOUR INTERVIEW NOW!
📞 Contact: Aamir Amla (Jaituni Desai & Aamir Amla)
📱 Call/WhatsApp: +1 416-819-6842
✉ Email: [email protected]