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Rita Montminy - Independent Financial Professional

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Canada
Ottawa, ON
Rita Montminy - Independent Financial Professional

I specialize in helping my clients access the very best financial products in the market place.

04/27/2026

Hi, hello! If you've been hanging out waiting to reach out, take this as your informal sign to send me that message. Let's check some things off your to-do list and get yourself better set up financially 🤍🤍

02/20/2026

🚨WARNING🚨

The 2025 RRSP Contribution deadline is fast approaching, cut off is March 2, 2026. Let's get those last minute contributions in ✅✅

Reach out to see if this would make sense for your situation!

*If you already have RRSP's, lets get those working harder for you in 2026. Reach out for a free no obligation review. I want to put more money into your retirement!*

07/05/2025

Recently I have worked with a couple of different military families who didn't realize they were overpaying on their group life insurance through SISIP. There are options for military members and their family that won't risk a claim being declined. I work with a couple military friendly insurance companies that will save you thousands over the life of your policy.

Let's chat!

06/05/2025

Many Canadian families welcome their loved ones to come and stay with them through a Super Visa. One of the companies I works with offers a very affordable and stream line process in completing this requirement in the application process for this visa.

Let's check this off your to-do list so you can get to enjoying your visit!

05/19/2025

If you're a business owner ensuring you have the right insurances in place to protect your business is super important. Whether you have a business partner or not you can utilize insurance in creative ways to grow, protect and access money from your corporation tax free.

Let's chat, I'd be happy to see if these strategies are a good option for you.

*Licensed in Alberta & Ontario

02/20/2025

WOW! What an honour to be nominated as Ottawa's Favourite Financial Advisor. Voting is daily until March 14th. Click below, scroll down a whole bunch and you'll find my name in the Financial Advisor section:

https://facesmag.ca/awards/ #/gallery?group=505370

Thank you all for your support! Means so much :)

02/18/2025

Love isn't just about the moments you share today; it's about protecting the ones you love for tomorrow. This February, give your family the ultimate gift- Love Insurance. Because nothing says "I love you" more than ensuring their future is secure.

02/05/2025

📢📢 When there's uncertainty in the world it's easy to panic and make an emotional decision with your investments that could potentially cost you long term wealth. 📢📢

Couple things to keep in mind:

✅ There has been other moments in history where there has been political or economic upheaval and the market has always recovered.

✅ Having a diversified portfolio with actively managed funds is one of the best ways of creating inherit safety in your investment portfolio.

✅ When there is a dip in the market it means that it's on sale! Now's a great time if you have lump sums of cash to contribute to your investment accounts.

✅ The best growth days in the market are often mixed in with the worst performing days. It's not about timing the market, it's about having a good diversified portfolio and time IN the market.

If you're curious if your portfolio is set up well to weather these uncertain times, please message me! I'd be happy to chat :)

01/29/2025

*Life Insurance Check In*

A New Year is a good time to take a minute to do a review of the life insurance you have in place for your family.

Take a minute and ask yourself the question on the second picture. If you're not sure if you have what you need, please reach out. I'd be happy to review your situation!

Let's not let another year go by without the proper life insurance in place for your family! ~it's better with a broker!

*Licensed in Alberta & Ontario

01/22/2025

Time is ticking! Maximize your RRSP contribution before the upcoming deadline. Let's chat to see how I can help you!

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