Carrie E Connolly

09/23/2021

If you’re looking to tackle your credit card debt but aren’t sure how to do it, reach out!

08/11/2021

The 2021 tax free savings account (TFSA) limit for 2021 is $6,000. Learn more:

As Canadians think about adding to their TFSAs, there are key characteristics of the investment vehicle to keep in mind.

08/09/2021

Everyone is unique, so why shouldn’t your investments be? Goals based investing can help you reach your financial goals. Reach out to learn more!

Everyone is unique, so why shouldn’t your investments be? Goals based investing can help you reach your financial goals.View accessible version: https://shar...

06/23/2021

We currently live in a world that consistently tells us to hustle. Long work weeks are seen as a sign of victory and being busy all the time is the new normal. Most of us have at some point in our lives wanted to just take some time off and recharge. But failed to do so because we were afraid that it would appear as though we were slacking off. I highly encourage you to take breaks and fill your heart mind and body with activities and a scenery that lifts your spirit.

Why is it necessary to recharge?
1. Better focus and clarity
2. Improved productivity levels
3. Positive outlook
4. Healthy mind and body
5. And finally, just because you want to

Sometimes our minds just need a break from the grind of daily routine. Whenever you feel that way, do not hesitate to schedule some time for yourself. It is important to listen intuitively to your mind and body if you really want to maintain a positive and healthy lifestyle. I know we’ve all heard this before but come on, go ahead and take that much needed break to recharge yourself and be sure to encourage your team to do the same. Great leaders lead by example.

06/15/2021

Your financial goals are likely much different than your parents were at your age. Let’s work together to build a financial security plan that suits your lifestyle:

This new column covers how advisors can appeal to and help millennials and others

06/15/2021

You can now customize your term life insurance with flexible terms anywhere from 5 to 50 years to get the coverage you need. Learn more:

Term life is affordable coverage for your big expenses, so you’re protected when it matters most.

06/05/2021

If you want to participate in the F.I.R.E (Financial Independence Retire Early) movement, ask yourself these questions:

🥅 What is your end goal?
🚫 Are you prepared to sacrifice a lot?
🔥 What type of FIRE do you want to follow?

Learn more about the movement here:

People are embracing the FIRE movement to quit the rat race earlier and start living a more fulfilling life.

05/31/2021

Do you know Canada Life My Term offers flexible term life insurance lengths? I can help you update your personal or business insurance plan. ow.ly/gYvG102KtaD

05/25/2021

Are you covered?

05/25/2021

3 great advantages of Canada Life My Term:
1️⃣Customizable term life insurance plan

2️⃣Flexible renewals

3️⃣Flexible conversion options

I can help you find a unique term life insurance plan for your needs. Contact me to learn more. ow.ly/gYvG102KtaD

05/25/2021

Important retirement questions to ask yourself:

❓When do you want to retire?

❓What does retirement look like?

❓How can you afford it?

Answering some simple questions can go a long way when planning your retirement. Reach out and I can help you and your partner feel confident in your retirement plans.

You and your partner deserve a great retirement. Planning ahead and considering these factors can help make it happen.

05/12/2021

I can help you build a long-term financial security plan to achieve your goals and be prepared in case of an emergency!

Setting up automatic contributions can make saving simple and potentially help you reach your long-term investment goals sooner.View accessible version: http...