Its All About Finance - The Financial Literacy Campaign

11/20/2023

RRSP - TFSA | Make it happen | Everything you have in mind

By contributing to an RRSP, you benefit from tax savings and get closer to making your dreams happen. It’s worth every penny!

09/11/2023

Back-to-school | Preparation = Success! 📚
Also think about contributing to a registered education savings plan (RESP) online! 💻 It’s easy. I’m here if you need advice!

07/28/2023

Having a great summer?
Keep having fun with peace of mind thanks to accident insurance that:
- Gives you financial coverage in case of accidental injuries
- Adapts to your needs
Learn more!

https://ia.ca/assurance-accidents-corporels

03/03/2023

It's Tax Season again. How much do we actually know the Canadian Tax System? How much do we actually pay?

Are you confused by Canada's tax bracket system? You're not alone. We break down the complex system and offer a simple guide to help you understand how incom...

11/05/2022

The holiday season is upon us and what better way to save money than participating in the "No Spend November" Challenge. You only need to spend on what is essential and everything else, you save. If you accept the challenge, let us know how it goes and happy saving!

11/03/2022

Do you know how much Life insurance you need?

“A basic rule of thumb is to have enough life insurance coverage to provide approximately 10 times your annual household income. For example, if the current household income totals $50,000, consider having a total of $500,000 in life insurance protection.”

11/03/2022

How often do you review your life insurance?

Life insurance often needs to be adjusted after a life event change such as getting married, having a baby, starting a business, or retiring. In these instances, you’ll want to schedule a life insurance review with your life insurance agent as soon as possible.

Our WFG Agents can help with this. Click link below to connect with an agent today.

11/03/2022

“Millennials represent the largest market opportunity for our industry — nearly half (47%) of millennials (34 million adults) say they need (or need more) life insurance. Educating millennials about how affordable and accessible life insurance is and how it can help young families protect their future financial security.”


*2022 LIMRA Insurance Barometer Study

https://www.limra.com/en/newsroom/industry-trends/2022/millennials-its-time-to-get-insured/

11/03/2022

How can you make an impact in your community? Since today is , set aside some time to do something good for your community. At WSB, our mission is to bring financial education for all. We will do our part to carry out our mission by sharing our financial literacy campaign to as many people as we can every day of the year. We will financially educate 30 million families by 2030 and we know we can do it together.

11/03/2022

November is Long Term Care Awareness month. Do you know anyone who may need assistance with two or more of these activities of daily living (ADL)? If so, make it a priority for yourself and your family to look into some long term care plans. Hiring help with these ADLs come with a great cost and it's best that we plan ahead before it's too late. Let's make sure that no family is left behind. Anyone who introduced you to our Campaign would be happy to educate you more on your choices and answer any of your questions.

10/31/2022

With a few tricks and treats, everyone, regardless of age, can learn how to budget. With Halloween around the corner, use this time to teach your kids on how to budget their abundant amount of candy wealth. Not only will they learn how to be disciplined, but they can develop the basic fundamentals on how to become their own money manager, using their own candy!

10/31/2022

Trick or Treat WSB Community! How much "candy" will you be saving this holiday season? Will you be tempted to indulge in the sweets you have collected over the year in a short amount of time? Or have you developed a savings habit and have a strategy of how much sugar you can intake per day to ensure your treats will last longer?

With it being the spooky season, let's take the time today to not scare away our savings and stay away from ghoulish activities. The year is almost over, so let's finish it off strong.