Financial Flight Plan

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Financial Flight Plan

Let's get you to your financial destination ahead of schedule despite life's turbulence.

06/01/2026

The odds of contacting Ebola in Canada are so low, they might as well be zero. Compare that with the odds of being diagnosed with cancer are 2 in 5. But Ebola grabs the headlines and the public concern.

Wouldn't it make sense to protect your family’s finances from the most likely health risk? Critical illness insurance pays a tax-free lump sum benefit if you are diagnosed with cancer, heart disease and stroke. Plus, you can get your money back if you never claim.

Conatct me today to discuss a plan.

05/29/2026

I'm so grateful to celebrate 16 years with my amazing wife Karen. She has supported me through the difficult early years of the business and for the past three years has been working alongside as we serve our clients.

I couldn't have asked for a better partner in all aspects of life! Best investment in future wealth. Happy Anniversary 😊

05/25/2026

If you grew up in the '80s and can remember Jenny's phone number by heart, then it's s time to review your life insurance coverage.

DM me to set up an appointment!
#8675309

05/21/2026

If you are saving to buy your first home but not using the First Home Savings Account, that's like leaving money on the table. The tax refund you'll receive for investing can be reinvested to grow your wealth in a TFSA or back into the FHSA if you still have room.

05/18/2026

Happy Victoria Day Long Weekend! One aspect of financial well-being is a work life balance. Enjoy time away from the office, reconnect with family and friends and practice your hobbies. Then hit the ground running on Tuesday with your economic engin firing on all cylinders!

05/15/2026

SIDE EFFECTS MAY INCLUDE A VERY FAT BANK ACCOUNT.

Let’s be real for a second. The internet loves to talk about "get rich quick" schemes, crypto moons, and overnight success. But you want to know the real, low-stress cheat code to actual financial freedom?

It’s right there on the sign.

05/12/2026

I'm taking a day from my practice to increase my knowledge of what's happening in the global investment landscape. Market volatility is expected to continue through the year but there are growth opportunities if you are willing to take the risks. Thank you for making your portfolio managers available.

05/10/2026

Happy Mother’s Day! Today, we celebrate the incredible women who aren't just nurturing their families, but are also masterfully navigating their financial futures.

Women often excel as investors because they tend to prioritize long-term stability and thorough research. Whether it’s maximizing a TFSA, strategically planning for a child’s education through an RESP, or building a legacy through smart insurance choices, these decisions provide the ultimate gift: security.

To all the moms and mentors who lead by example and prove that financial literacy is a superpower—today we honor you.

05/09/2026

Spring is finally here, and while you're opening the windows and clearing out the garage, don't forget to give your financial plan a little "fresh air" too.
A quick seasonal check-up ensures you're still on track for your long-term goals without the clutter of outdated strategies.

Here are three ways to tidy up your accounts this week:
- Sweep Away High Interest: Review any lingering balances from the winter months and prioritize a repayment plan to save on interest costs.
- Dust Off Your Contributions: Check your progress on your TFSA or FHSA for the year. Even small, automated increases can make a massive difference by next spring.
- Prune Your Subscriptions: If you haven't used that streaming service or gym membership since February, it’s time to cut it loose and redirect those funds into your savings.

The Goal: Less financial "clutter," more room for what actually matters to you.

05/04/2026

Protecting your family’s future doesn’t require a Jedi Master, just a solid plan.

In a galaxy not so far away, life happens fast. Whether you are a Rebel hero or just looking out for your own "Younglings," Life Insurance is the ultimate shield. It’s the peace of mind that ensures your loved ones are protected from the Dark Side of the unexpected.

Think of it as your financial lightsaber: an essential tool to defend your legacy and ensure your family’s story continues, no matter what happens.
Ready to bring balance to your financial Force?

Let’s connect and find the right coverage for your crew.

Address

105-2311 Watkiss Way
Victoria, BC
V9B6J6

Telephone

+12505165758

Website

http://www.yourfinancialpilot.com/

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