NorthShore Financial & Insurance Services Ltd.

02/04/2025

Maximize Your Savings in 2025 🌟 Read our Q1 Newsletter here:

Hello, 2025! Here's to a new year full of fresh opportunities, successes, and good health. We're excited to continue working with you in 2025 and are truly grateful for your business. Wishing you a prosperous and fulfilling year ahead. Sincerely, your Team at NorthShore Financial & Insurance Service...

07/25/2024

Mutual funds, including our exclusive Quadrus Group of Funds, are offered through our Mutual Fund dealer, Quadrus Investment Services Ltd.

Mutual funds can diversify a portfolio more widely than you may be able to do when investing on your own.

Talk to one of our advisors today to learn more & get started on diversification, returns and liquidity, today!

06/24/2024

Unlock Financial Insights in Our June Newsletter ☀️

Hello, Summer! As we welcome the warmer days of June, we are excited to bring you the latest updates, tips, and insights tailored to help you make the most of your financial journey. Whether you're a family planning for the future, a young adult building your financial foundation, or a retiree enjoy...

06/24/2024

Investing is a smart way to build your wealth. We can help you find your way around the world of investments and make sure your choices are well informed. Get connected with a NorthShore advisor by clicking the link in our bio!

03/05/2024

Tax season has arrived! Avoid procrastination and ensure timely filing of your taxes by utilizing this convenient checklist to kick-start your preparations well in advance of the April 30th deadline!

02/05/2024

🔗REGISTRATION LINK IN BIO❗️👩‍💻

This Thursday🗓️, join 2 of our financial advisors, Matthew and May, for an informative online event focused on helping young adults navigate the complexities of career, finance, and insurance.

This webinaris perfect for parents to attend with their young adults who are looking to:

✅Prepare for & enter the workforce
✅Learn the basics of investing and saving habits for their future
✅Understanding insurance and the options available to young people

Register today to secure your spot!👨‍💻

02/04/2024

Mortgage Insurance at the bank:
✖ Coverage/payout decreases over time
✖ Cannot assign a beneficiary
✖ Not underwritten at application - can be denied when claim is made
✖ No flexibility to convert into permanent coverage

Mortgage Insurance with Term Insurance at NorthShore:
✅ Coverage/Payout stays the same & never changes
✅ Can assign beneficiaries
✅ Underwritten at application
✅ Ability to convert to lifelong coverage!

Message us to start saving on your mortgage insurance!

02/02/2024

Take a look at our February Newsletter!

Imagine tax-season as a downhill skiing adventure... Preparing for tax season is akin to navigating the slopes of financial transactions, collecting various forms and documents like a skier accumulating snowflakes on their gear. When tax season arrives, it's like reaching the base lodge; you careful...

01/10/2024

An RRSP is the foundation of your retirement. It provides short and long-term tax advantages that can help fund the retirement you want. Although this savings plan is meant to fund your retirement, you can also invest & withdraw these funds for your first home ($35,000) and/or to help fund you or your spouse’s education ($20,000). You must re-contribute the withdrawn amount over specified periods. Reach out for more info or for a strategy to utilize your RRSP to its maximum potential!

12/04/2023

Happy Holidays from our Team at NorthShore Financial. Check out our December Newsletter here:

Seasons Greetings to our clients of NorthShore Financial! As we send out our final newsletter of the year, we have been reflecting on all that has taken place in the year of 2023. A Look Back on the Financial Market Inflation and Interest Rates in 2023: The biggest market moving factors in 2023 appe...

11/20/2023

The CCB is a government benefit that helps families in Canada with the cost of raising children.
You could be eligible to receive the CCB if you have children under 18.
To see if you meet the necessary criteria, go to the CRA website (link below) or reach out to one of our advisors at NorthShore Financial!
https://www.canadalife.com/blog/starting-a-family/child-care-expenses-costs-deductions.html

11/03/2023

The best time to start investing is now! Reach out to one of our knowledgeable Financial Advisors at NorthShore today to get started. We can help you invest in many different accounts like a TFSA, RRSP, FHSA and non-registered accounts.