Morgan Schnurr - Financial Security Advisor

07/09/2025

PLEASE do not self-insure.
When you don’t have any insurance plan in place. And something happens… the road that follows is a very fast and slippery slope. Those around you could lose their savings, house, lifestyle, future plans.

Give me a shout and let’s chat about your current plan. Or about getting something in place now before your health changes and Father Time takes its toll.

📲705-571-3232
💻[email protected]

06/25/2025

You certainly don’t WANT to make a critical illness claim. But the stats are almost 1 in 2 Canadian adults will have a critical event in their lifetime. Covers 26 different conditions and pays out a one time Tax-Free payout benefit. With extras to add.

03/06/2025

The Tax-Free Savings Account: something every Canadian should have. It can be used for many different reasons. The numero uno is you don’t pay ANY tax on the investment growth. Any money you make in this account is free of tax.🙌
Sometimes it’s is used for an overflow account if other registered accounts limits are used up.
2025s limit $7,000
☔️

02/11/2025

3 of the more compelling reasons to invest in your retirement. Save on some tax, grow more of your money, and have options of income splitting to get the most out of your savings when the time comes.

02/07/2025

Annual reminder to get that contribution in if you havnt been doing it monthly.
This years limit is $31,560.
Plus any room you still might have.
Lump sums are great if you got ‘em. But it’s beneficial to do monthly payments so youre invested more time in the market. And you dont have to “find” the money come the new year.👌🤠💸

06/21/2024

Here’s to the weekend. We often plan for it. What we’re doing, where we’re doing it and who we’re going to spend time with.
Though sometimes we may not always think about that big long weekend: Retirement🏖️. Let’s get together and go over your plans for the future. So we can make the best of it!
📈🔍🪄

06/18/2024

📈 Dusting off the cobwebs with some fresh financial insights! 💼✨

Hey finance fam! It’s been a minute, but Im back and ready to dive into what’s new in the world of money matters. Whether you’re a seasoned investor or just getting started on your financial journey, stay tuned for tips on budgeting, investing strategies, market trends, and more. Let’s make every dollar count! 💵💪

04/30/2024

RRSP or TFSA: Its not always one or the other, many times its a mix of both.

Are you using your RRSP or TFSA to accelerate your savings? These tips can help you get the most from your contributions: http://ow.ly/ngGn50xU4Cc

02/07/2024

3 steps to adapt your retirement plan for a changing future 🔄:

1️⃣ Re-think your goals.

2️⃣ Review your plan.

3️⃣ Ensure you’re financially prepared.

Dive into our article for actionable steps that can help you plan for retirement: https://ow.ly/s1KY50QvHJ1

02/01/2024

This is a reminder that we have one month left for RRSP contributions. And being a leap year, last to to contribute is Feb, 29/2024.
The limit for 2023 is $31,560. Give me a call if you interested in contributing or to set up a monthly plan so you’re all set for next year.

Plus any extra room you may have built up.

11/12/2023

Another blessed Remembrance Day.
Very blessed for the freedom secured by our servicemen and servicewomen 🇨🇦