Young Financial Group

Young Financial Group For over 40 years, Young Financial Group has been providing independent financial advice to individuals, families and businesses.

We offer a wide range of financial products and services.

Today and every day we celebrate the strength, power and accomplishments of women around the world.This International Wo...
03/08/2022

Today and every day we celebrate the strength, power and accomplishments of women around the world.

This International Women’s Day we’re sharing the faces of the wonderful women behind Young Financial Group.

Let’s continue to uplift and empower all women, through amplifying their voices, stories and experiences.



#519

🚨IT’S NOT TOO LATE 🚨This is your friendly reminder that you have until March 1, 2022 to make an RRSP contribution to ded...
02/24/2022

🚨IT’S NOT TOO LATE 🚨

This is your friendly reminder that you have until March 1, 2022 to make an RRSP contribution to deduct against your 2021 income!

➡️ Are you familiar with the benefits of an RRSP?

➡️ Do you know how much contribution room you have available?

➡️ Did you know that you can carry forward RRSP contributions to deduct in future years, while your contribution grows tax-deferred?

➡️ Have you selected appropriate investments to hold in your RRSP?

Contact us today for more information on how we can help!

#519

From our families to yours, wishing you a healthy and relaxing Holiday season! 🎄✨
12/23/2021

From our families to yours, wishing you a healthy and relaxing Holiday season! 🎄✨

At Young Financial Group, we believe in educating and empowering our clients on their journey to .When was the last tim...
09/14/2021

At Young Financial Group, we believe in educating and empowering our clients on their journey to .

When was the last time that you reviewed your investment and insurance planning?

Contact us today for more information on how we can help!

Buying a new home is such an exciting time! 🎉 🔑🏡Along with the excitement comes several responsibilities and “to-dos”.Wh...
04/06/2021

Buying a new home is such an exciting time! 🎉 🔑🏡

Along with the excitement comes several responsibilities and “to-dos”.

When you’re approved for a mortgage, your lender will offer to sell you mortgage insurance. Seems like a smart move, right?

Protecting your mortgage is EXTREMELY important, but before you say yes to mortgage insurance, you should know that you have other options!

Personally-owned insurance plans offer you and your loved ones better guarantees and greater choice.

Swipe for more information on the differences between personally-owned life insurance and mortgage insurance.

Are you or someone that you know a new home owner? Tag them below if you think they might find this post helpful! ⬇️

#519

We’ve been busy making sure that all of our clients have maximized their RRSP contributions before the deadline on March...
02/24/2021

We’ve been busy making sure that all of our clients have maximized their RRSP contributions before the deadline on March 1st!

➡️ Are you familiar with the benefits of an RRSP?

➡️ Do you know how much contribution room you have available?

➡️ Did you know that you can carry forward RRSP contributions to deduct in future years, while your contribution grows tax-deferred?

➡️ Have you selected appropriate investments to hold in your RRSP?

It’s not too late to make an RRSP contribution to deduct against your 2020 income!

Your future self will thank you 💸

#519

A few important reminders for 2021!Are you on track to maximize your short and long-term financial goals?We offer a wide...
01/18/2021

A few important reminders for 2021!

Are you on track to maximize your short and long-term financial goals?

We offer a wide range of financial products and services, providing you with the confidence to live your life comfortably and build more than just your wealth.

Contact us today for more information on how we can help!

Being diagnosed with a critical illness isn’t something that anyone wishes to have happen to them, or one of their loved...
10/16/2020

Being diagnosed with a critical illness isn’t something that anyone wishes to have happen to them, or one of their loved ones.

You can’t predict the future, but you can prepare for it. Securing the right insurance now, while you’re healthy, is one way to cover some of the unexpected expenses that could arise as a result of a critical illness.  

Thankfully, more people are recovering from critical illnesses and living longer lives, making it more important than ever to have the right protection in place.

Contact us if you are interested in learning more about living benefits!

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Congratulations, you’re getting married! ✨Have you talked to your partner about how to share and manage your money? Your...
10/06/2020

Congratulations, you’re getting married! ✨

Have you talked to your partner about how to share and manage your money?

Your marriage is a financial partnership, as well as a life partnership. Discuss and agree on what works best for you as a couple, and stay flexible as your situation and needs change.

Do you and your partner have questions on how best to financially plan for your future?

Contact us today to set yourselves up for success with open, early and frequent conversation about achieving your financial goals!

́ #519

Thank you Essential Frontline Workers!While much of the country continues to work from home, to slow the spread of COVID...
09/29/2020

Thank you Essential Frontline Workers!

While much of the country continues to work from home, to slow the spread of COVID-19, there are many who still head into work each day.

As a way to thank the hundreds of Essential Workers across Canada, one of our top insurance partners would like to offer a 20% premium savings on individual disability policies, for a limited time.

Questions to consider:

➡️ Do I have disability coverage?
➡️Are there exclusions in my current disability contract that could prevent me from collecting if I become ill or injured?
➡️How much disability coverage do I need?How much can I qualify for? What does it cost?

If you, or anyone you know is interested in learning more, please contact us to further discuss!

Tag the essential workers in your life below who could benefit from this lifetime discount ⬇️

Our independent approach to financial planning and wealth management is centered around long-term relationships, built o...
06/03/2020

Our independent approach to financial planning and wealth management is centered around long-term relationships, built on a foundation of open communication, education and transparency.

Visit https://www.youngfinancial.ca/our-team to learn more about our story and the faces behind Young Financial Group!


Address

1-180 Columbia Street West
Waterloo, ON
N2L3L3

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15197466336

Website

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