No Family Left Behind

10/19/2024

How are your investments performing? Are they outpacing the rate of inflation? Are they meeting your expectations?

My client has granted me permission to share the performance of their portfolio. During the first six months of 2024, this portfolio grew by 11.3%, and since its inception in June 2022, it has grown by 11.56%. At this rate, the investment will double every 6.2 years, as opposed to every 26.2 years in the bank, if invested at 2.75%.

I invite you to contact me to arrange a complimentary review of your investment portfolio and to discuss how I can help you achieve your financial goals.

*Shared with the client's permission.
*Rates of return are not guaranteed and depend on the client's risk tolerance, market fluctuations, and other factors.
*The longer your money is invested, the more time it has to grow.

08/31/2024

Ladies across Canada: 🇨🇦 Put this “live” zoom class in your calendar right now and RSVP to me to get in on this! 💻

If you don’t know how to invest, what to invest in, who to get advice from & why, how to get out of debt faster, or how to protect your assets & safely grow your net worth, this class is for YOU.

I’m excited to be associated with the presenters for this 1.5-hour, free online class, jam-packed full of tangible financial education & opportunities for those looking for additional income streams.💵

🗓️ Thursday Sept. 26th

⏰
8pm-9:30pm eastern time
7pm-8:30pm central
6pm-7:30pm mountain
5pm-6:30pm pacific

🍷 Grab your favourite glass of vino and join them for an evening class about financial strategies, presented BY women FOR women.

*This information is Canada-specific. 🇨🇦

Presented by licensed financial educators. 🇨🇦

PM me for registration for this amazing event.

04/05/2024

This was posted by one of my Colleagues yesterday.

A high profile wealth management company here in Canada did this to one of their clients.

If this has happened to you or if you fear this could happen to you, please reach out to me. Our company serves the middle market and live by the motto "No Family Left Behind"

I blanked out the names for privacy purposes.

Good morning Pauline.
My name is ______ and _________ gave me your number as she thought you might be able to help me.

I received notification this week that the Investment Management firm that I have my RRSP’s and TFSA with will no longer allow me to keep my money with them as my funds are below their minimum investment threshold. I reached out to my finical advisor, and he also informed that going forward I will no longer be a client for the same reasons and suggested that I move my money to Questrade or Wealthsimple and manage things on my own. I’m not sure which path to take, Im open to any thoughts or suggestions you may have.
I look forward to hearing from you.

10/14/2023