Dale Jeffery, Financial Advisor, Evangeline Wealth Management

Dale Jeffery, Financial Advisor, Evangeline Wealth Management Financial Advisor , Mutual Fund and Insurance Representative at Evangeline Wealth Management / Investia Financial Services Inc.

05/19/2023

Happy Mother's Day! Here's to mothers everywhere, thank you for all that you do.

11/16/2022

Une application gratuite conçue pour vous permettre de suivre l’évolution de vos investissements. Téléchargez-la dès maintenant!

11/15/2022

🔐INTERNATIONAL FRAUD AWARENESS WEEK

Opportunistic attacks are a real scourge these days. There are a few simple habits we can use to protect ourselves against various kinds of frauds as part of a good cyberhygiene routine:

- I always look at the sender’s email address, it’s the key to detecting the vast majority of opportunistic email attacks.
- If the email has an attachment, I check whether it is legitimate. Attachments are the most common way to send malware.
- I always hover my mouse over links in an email to check whether the domain name is legitimate and avoid opening the door to cybercriminals!
- I consider the context of the email, for example, if I wasn’t expecting to receive anything like this, to avoid falling into a cybercriminal’s trap.
- I always go into analysis mode for emails and, in case of doubt, I don’t click on anything!
- Always be careful, the threat is everywhere.

Happy International Fraud Awareness Week!

11/07/2022

iA CONTEST 📚
Want to escape into a new novel, learn more about finance or get your favourite chef’s latest cookbook?
We’ve got your back! We’re giving you the chance to win a $50 Indigo gift card. You’ll have your pick of thousands of books!

To enter, just answer this question in the comments: What book has helped you the most with your finances?
If you feel like it, you can also:
- like the post
- share the contest
The draw will take place on November 14th. Good luck!

**Caution**
iA Financial Group will never, under any circumstances, ask you to provide your personal information in a form via a web link to enter this contest.

08/03/2022

This week: We recap a busy month of July: Recession, massive interest rate hikes, and is the stock market rebound sustainable or not?

07/11/2022

iA CONTEST ⚽ Did you start some summer sports, but realize you don’t have the right equipment? Time to replace some old gear that’s broken? We’ve got your back! We're giving you the chance to win a $50 Sports Experts gift certificate!

To enter, please answer this question in the comments below: How much do you normally spend on sports activities during the year and what’s your favourite sport?

If you'd like to, you can also:
- like our post
- share the contest

The draw will be held on July 25th. Good luck!

01/09/2022

Is getting your finances under control one of your 2022 resolutions? Here are 4 ways you can optimize your money this year!

1- Start saving as early as possible, even if you’re only putting away a few dollars every month, and save systematically, with automatic transfers.

2- Take some time to create a budget that’s solid and realistic for the coming year. This will give you better control over how much money you have coming in and going out.

3- Make goals for yourself to work towards, like buying property, a vacation, or building up an emergency fund.

4- Take a moment to contact a financial security advisor to determine the best financial plan for you.

03/19/2020

Address

157 Water St. Enterprise Square, Suite L-6 PO Box 703
Shelburne, NS
B0T1W0

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