Eleni Prontzos, QAFP

02/28/2024

Attention Parents!!
We are so excited to be teaming up with VirtuLawyers to help educate and empower local families for free. We want you to learn how to preserve your assets and create effective estates. Learn about how you can start creating wealth for your kids and help them prepare for a bright future. Whether you want to know what a will is, what strategies you can build savings for your kids ( outside and including RESPS) OR just planning considerations to make sure your family is fully set. This is for you.
Register below to secure your spot

10/31/2023

Mark your calendars! On November 5th at 2 PM, we're diving into the world of financial strategies and real estate for business owners. 🗓️ Join us for expert insights and tips to help your business thrive.
This event will be in person, or online. Come down to network with other business owners and educate yourself

Register below 👇🏼 for address and link ❤️

https://docs.google.com/forms/d/1_5gqck0aeZbbx_YL9EMKFqRWY5n2U40uTCDEP38JEhI/prefill

10/15/2023

T- 1 HOUR UNTIL WERE ON!!!
**NOW VIRTUAL, LINK BELOW**📢 Attention all aspiring homeowners! 🏠✨ Planning to buy your first home? Join us for a virtual, informative and FREE First-Time Home Buyers Seminar packed with knowledge and guidance to set you on the right path.
🎓 Discover the essential steps, financing options, and insider tips to make the most of your investment.

Learn from Industry experts to help you start planning your future. Whether you are ready to buy, planning for it later or haven’t started yet, this is the perfect session to help you prepare!

We cannot wait to see you there !
WHEN: OCT 15TH 2-3 PM PST
🛤️ Please share this with your network and secure your spot
👇   
LINK TO JOIN MEETING:

meeting_ZjdjNzY5MjAtNWZhNy00ODZiLTg4NjQtYzEyZjNlMTU3MzYy@thread.v2/0?context=%7B%22Tid%22:%22202670ba-9e4f-4f23-8042-a3ff2533a209%22,%22Oid%22:%2245abe66c-f902-44c1-8b57-f831819f2b42%22%7D" rel="ugc" target="_blank">https://teams.microsoft.com/l/meetup-join/19:meeting_ZjdjNzY5MjAtNWZhNy00ODZiLTg4NjQtYzEyZjNlMTU3MzYy@thread.v2/0?context=%7B%22Tid%22:%22202670ba-9e4f-4f23-8042-a3ff2533a209%22,%22Oid%22:%2245abe66c-f902-44c1-8b57-f831819f2b42%22%7D

10/12/2023

📢 Attention all aspiring homeowners! 🏠✨ Planning to buy your first home? Join us for a virtual, informative and FREE First-Time Home Buyers Seminar packed with knowledge and guidance to set you on the right path.
🎓 Discover the essential steps, financing options, and insider tips to make the most of your investment.

Learn from Industry experts to help you start planning your future. Whether you are ready to buy, planning for it later or haven’t started yet, this is the perfect session to help you prepare!

We cannot wait to see you there !
🛤️ Please share this with your network and secure your spot by registering below!

📋👇 🏡💫
https://lnkd.in/gXKfZ8gG
LINK TO JOIN MEETING:

meeting_ZjdjNzY5MjAtNWZhNy00ODZiLTg4NjQtYzEyZjNlMTU3MzYy@thread.v2/0?context=%7B%22Tid%22:%22202670ba-9e4f-4f23-8042-a3ff2533a209%22,%22Oid%22:%2245abe66c-f902-44c1-8b57-f831819f2b42%22%7D" rel="ugc" target="_blank">https://teams.microsoft.com/l/meetup-join/19:meeting_ZjdjNzY5MjAtNWZhNy00ODZiLTg4NjQtYzEyZjNlMTU3MzYy@thread.v2/0?context=%7B%22Tid%22:%22202670ba-9e4f-4f23-8042-a3ff2533a209%22,%22Oid%22:%2245abe66c-f902-44c1-8b57-f831819f2b42%22%7D

This link will take you to a page that’s not on LinkedIn

08/06/2023

Spotlight Sunday is the day we introduce a member of our community - Woman Entrepreneur 💖

Eleni and Bryn came into the financial industry wanting to make a meaningful, long-term impact in the lives of their clients and their loved ones. They will educate and empower you to make informed decisions.

Whether you want to learn how to become more tax efficient, learn how to create wealth, protect your family, provide benefits to your employees, understand your cash flow, strategize debt, protect your paycheque, plan for retirement, succession planning or create an estate plan for your loved ones. No matter what stage you are in, a financial review with us will tell you if you're exactly where you need to be , or if you need to change course. Reach out for a complimentary review!

06/12/2023

Dont mean to shock you but... Are you part of this group? 😱🫢🫨😬
About half of Canadians polled (52 per cent) say they're unprepared for retirement because they don't have enough money left at the end of the month for savings, and that they are planning on working part-time when they do retire, according to the survey. 🥺

WITH A PROPER PLAN, TIME AND CONSISTENCY YOU DONT HAVE TO WORK FOREVER. We help people every day make a plan and execute their goals.
Where do you start? Once you book a meeting with a qualified planner:

1)define the destination ( how much do I need to live off?)
2) analyze cash flow ( surplus? In the negative? How much comes in and out each month) REBALANCE IF NEEDED
3) start with minimum 10% to pay YOU at 65 ( or whatever that goal is)
4) aim for rate of return/ contributions needed to hit the destination goal
5) set up auto withdrawals ( minimum is 25$ a week, reasonable for most to get started. You won't even see it come out)
6) review every year and meet your planner to make sure you're on track and build from there!

DM us if you want to figure out your destination ❤️



https://www.ctvnews.ca/lifestyle/more-than-half-of-canadians-aren-t-saving-enough-money-for-retirement-survey-1.6349937 #:~:text=About%20half%20of%20Canadians%20polled,retire%2C%20according%20to%20the%20survey.

02/09/2023

There are different reasons to buy life insurance, including using it to help fund your children’s education. Contact me today to learn to discuss further.

02/07/2023

A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chances of a surprise at tax time.

02/02/2023

A decumulation plan can turn your savings into income, help you pay less tax, make your money last and give you peace of mind.

Do you know how to turn your savings into income in retirement? Read more to learn.

01/31/2023

Are you a business owner or executive looking to save for retirement? An individual pension plan may be right for you. Let’s talk.

Are you a business owner or executive looking for ways to save for retirement? The answers to 5 questions can help you decide if an individual pension plan is right for you.

01/26/2023

Did you know?

The government matches up to 20% of your annual contributions to your child’s RESP, up to $500 per year?

Don’t miss out on free money. Get your RESP started today!

01/24/2023

Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.

Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.