Multi-Gen Wealth Group
Empowering your financial future. Expert advice for wealth growth & security. Whatever your goals may be, I will
find you the right product to suit your plan.
As a financial security advisor, my goal is to help clients eliminate the obstacles to
their financial dreams. This requires a conversation with clients about where they are
today, where they would like to be tomorrow and building a complete financial security
plan for the future. Through the proven savings, retirement and risk management strategies offered by
Freedom 55 Financial, I can connect you to the diverse shelf of London Life’s brand
of products. I can also offer you the powerful investment technology of Quadrus
Investment Services Ltd., our mutual fund dealer. And should you be in need of specialized
advice, I will connect you with the right person from our team of experts. I graduated from York University with an Honours BA in Social Sciences while working
at Costco. Upon graduating, I entered Costco management, where I worked as a
supervisor for three years. I maintain an active lifestyle through regular participation
in health and fitness programs and by challenging myself in endurance events. My father has been in the financial services industry for 32 years, so I’ve grown to
understand the importance of planning for the future with a strong financial security
plan. I enjoy working with people – as a financial security advisor with Freedom 55
Financial, I have the unique ability to help Canadians achieve financial freedom. As your financial security advisor and investment representative, I can
provide recommendations to meet your needs in the following areas:
• Individual life insurance
• Segregated fund policies, RRSPs and TFSAs
• Payout annuities, RRIFs and LIFs
• Individual disability insurance
• Individual critical illness insurance
• Individual health and dental insurance
• Group insurance and retirement plans
• Mortgages
Quadrus Investment Services Ltd. offers:
• Mutual funds – RESPs, RRSPs, RRIFs, TFSAs and RDSPs
06/21/2024
Ontario teachers with certain chronic conditions are being told that they can only get their medications from their insurance plan’s in-house pharmacy ... OTIP worked with a private company called Cubic Health to set up the in-house pharmacy, called ...
Ontario Teachers Insurance Plan restricts some teachers to buying from in-house pharmacy The Ontario College of Pharmacists is set to discuss the OTIP deal at its July 8 board meeting as part of an effort to push back on patient restrictions and what are known as preferred pharmacy networks
A bank account number, branch number and transit number used by one of Canada’s biggest builders was posted for all to see.
06/17/2024
In an ideal state of personal finance, you have a tax-free savings account filled with investments and a separate savings account for your emergency fund.
Should my emergency fund go in a high-interest savings account or a TFSA? A roundup of investment ideas for active investors
05/24/2024
Finally, one of the best ways to maximize your government benefits in Canada is to stay updated with the ever-changing benefit structure. Federal and provincial governments periodically update existing benefits, which could increase your eligible amount. The government may also add new benefits and credits you can apply for.
Here's how you can maximize your government benefits in Canada | Canada Get that money 💰
05/22/2024
If you’re hoping to sell assets ahead of the June 25 implementation date for the new capital gains regime, you technically have until 11:59 p.m. local time on June 24 to do so. But waiting until the last minute is a bad idea.
When is the latest I can sell an asset prior to June 25? | Advisor.ca Waiting until the last minute is a bad idea, tax experts say
03/25/2024
Canadians have been travelling to Mexico more and more in recent years and many prefer healthcare in that country.
"Rebuild my life here": Many Canadians prefer healthcare in Mexico | Canada Canadians have been travelling to Mexico more and more in recent years and many prefer healthcare in that country.
03/02/2024
“[I’m] mentally stressed figuring out how to help my family survive,” he wrote in the survey. He says he’s not sure if his family will remain in Canada. “If we don’t get PR in the next six months and things don’t change, then we might be ...
"There is no living...just surviving": Immigrants get candid about why they want to leave Canada | Canada There's a growing exodus of immigrants in Canada 🇨🇦
02/27/2024
Experts say group registered retirement savings plans (RRSPs) have risen in popularity as employees are increasingly tasked with retirement planning amid a broader decline in pension activity.
Group RRSP use rising as retirement savings burden 'largely on employees': experts - BNN Bloomberg Experts say group registered retirement savings plans (RRSPs) have risen in popularity as employees are increasingly tasked with retirement planning amid a broader decline in pension activity.
Gen X racked up the most credit card debt in 2023, according to Experian, at an average of $7,155 per person. As a part of the sandwich generation, these middle-aged adults are more likely to be caring for both their aging parents and their own children, https://ow.ly/l0Fh50QAnrE
02/14/2024
Forty-two per cent of employed Canadians are already looking or plan to look for a new job in 2024, a new survey by Robert Half found.
Why more Canadian workers are motivated to find new jobs in an uncertain economy - National | Globalnews.ca Forty-two per cent of employed Canadians are already looking or plan to look for a new job in 2024, a new survey by Robert Half found.
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