Wealth Basics

If you recall the story of the young Canadian whose travel insurance claim was denied, you’ll want to read this.

Before purchasing travel insurance, make sure you understand how pre-existing medical condition exclusions and stability periods may affect your coverage. A little knowledge now can help you avoid surprises when you need coverage most.

Read more here:
https://wealthbasics.ca/pre-existing-condition-exclusion-on-your-insurance-policy/

Pre-existing conditions can void your travel insurance claim, even if you feel fine. Know the fine print before you fly. 🧳✈️

A fantastic day spent at Mackenzie’s Women in Wealth event.
Heard from the best in practice management on how to maximize value for diverse clients, from Gen Z to baby boomers, while finding efficiencies through AI in the world of financial advice.
Uncovered new value investing opportunities for clients looking to diversify from Mag 7, and of course insightful conversations with advisors from across Canada, sharing experiences and best practices.
futureofadvice Leadership WomenInFinance

Uncertainty in the economy doesn’t have to mean uncertainty in your finances. Here are 5 ways to protect yourself personally and professionally

Canada is showing serious recession signals and what the numbers reveal is something every Canadian needs to understand right now.

You can build assets even on a lower income. You don’t need a high income to build wealth, but you do need to stop spending everything you make. 💰📈

AssetBuilding SmartMoney FinancialLiteracy

Join us for an informative webinar in collaboration with Epilepsy Toronto on Special Needs Estate Planning 💜

Learn more about:
• RDSPs
• Henson Trusts
• Trust funding options

Hosted by speakers Artee Rana and Tanvi Vora, this session will provide valuable insights for families planning for the future.

🗓 May 21
⏰ 7:30–8:30 PM
💻 Zoom

FinancialPlanning Webinar DisabilitySupport TorontoEvents WealthBasics