Strata Wealth West Coast

From our team to you and your family, Happy Easter! Have a blessed weekend everyone!

Proud to present on Legacy Planning today to .ca .
Want to know the difference between Legacy Planning and Estate Planning? Book in with us to discuss!!

Contest alert!!

2 club seats for this Sundays Abbotsford Canucks game are up for grabs! How do you enter?

Share this post and tag ..... winner will be drawn tomorrow Saturday Jan 20!

Happy New Year from us!

Christmas Eve morning!

Merry Christmas everyone! See you next year!

Celebrate 🍾 🥂 🎉! We won the community votes award again for top Financial Advisor in our community! Thank you to the community and we look forward to serving more in 2024.

Giving Tuesday! Please remember the community in all your affairs and everyday is a giving day.

This infographic is very telling. The left cube is the historical amount of copper we have mined in our history. The right cube is the amount of copper we would need to implement net zero. The building is one world trade center. So basically, we will need to mine more in the next 30 years than we have in 3000 years.

Your portfolio should have some of this exposure! Schedule a call to discuss this as a part of your financial plan!

Happy Small Business Saturday! We are here to help small biz either through our wealth management, our book, podcasts, or other small business services. We are here to support small businesses!

It's that time of year again! If you'd like some fun, fellowship and food plus a visit from the big guy, this is the event to come to. We did this last year and the kids all loved it. Parents did too!!!!
Email us to register!

Thank you to the community for the nomination as the top Financial Advisors in Abbotsford! Please take a minute and vote for your Financial Planning professional of choice! 😉

https://abbotsford.communityvotes.com/2023/07/financial/financial-advisors

We're number 1!!!!

Number 1 best selling financial planning book in Canada! Thank you to everyone who ordered a book, who attended our book launch!

https://www.amazon.ca/Enlightened-Prosperity-Navigating-Insight-Generosity/dp/B0CDFJQ6L1/ref=zg_m_bs_g_935850_sccl_3/146-2201462-2600418?psc=1

November is always rainy in the fraser valley. The proper head gear is essential.....

November is also financial literacy month. In recognition of this month, I'm going to share some things with everyone.

My book "Enlightened Prosperity" is currently in the top 10 in Financial Planning category on Amazon! It is full of great advice and it's an easy read!

https://www.amazon.ca/gp/aw/d/B0CDFJQ6L1?ref=ppx_pt2_mob_b_prod_image

Advice is out there! Go seek the wisdom. Find an advisor that suits your needs and has the same values as yourself.

Tickets are 50% sold out! Please don't miss out! This will be a wonderful night of inspiration, motivation and networking! All proceeds go to Tiny Sparks Foundation to fund scholarships! Tickets available on eventbrite!!

https://www.eventbrite.com/e/ignite-and-inspire-enlightened-prosperity-book-launch-fundraiser-tickets-722192425987

We are in the paper!! did a piece on us and the book launch! October 24, 7pm at the House of James bookstore. Tickets available on eventbrite!
https://www.eventbrite.com/e/ignite-and-inspire-enlightened-prosperity-book-launch-fundraiser-tickets-722192425987?aff=oddtdtcreator
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You never know who you might run into out there! I had a chance to see at his book signing at the local Indigo where he was promoting his top 2 selling books, "A life on the line and Bombers Moon." Pick those up on Amazon or Indigo!

Grant played a vital role in creating "Enlightened Prosperity" and took it from a factual book into an actual book.

Happy Thanksgiving everyone! Have a blessed weekend with family and friends!

It's not a story of numbers, it's the number of stories you have. Here's a story for you folks. Financial literacy is continuing to lag and causing hardship for many Canadians. Give the gift of financial literacy today!

https://www.amazon.ca/dp/B0CDFJQ6L1?ref_=pe_3052080_397514860

So awesome to have industry veteran and expert review our book "Enlightened Prosperity"
I couldn't have asked for a better start to the sales of this book. It's been amazing. 100% of funds raised go directly to for scholarships and camps! Grab a copy today!



https://www.amazon.ca/Enlightened-Prosperity-Navigating-Insight-Generosity/dp/B0CDFJQ6L1/ref=zg_m_mw_g_935850_sccl_3/146-2201462-2600418?psc=1

CEBA loans have been extended 2 weeks to allow businesses to get through the holidays.
Not quite what CFIB or Chambers of commerce were looking for, but better than doing nothing.

Good morning folks! I'd like to announce that "Enlightened Prosperity" was ranked #1 in North America for Hot new releases for Financial Planning for the month of August!
100% of proceeds go to raise funds for so grab a copy today and spread the word of financial literacy!

https://www.amazon.ca/dp/B0CDFJQ6L1?ref_=pe_3052080_397514860

Ed Sheeran coming up next!

Woohoo! So thankful and blessed! Pick up your copy today!

📚 Exciting News! 📚
Our Regional Vice President of Western Canada, , has written a book and it is now available for purchase on amazon.

📖 "This book is for people who want nothing more than what we used to consider our birthright: A prosperous, middle-class existence for people who work hard, so they can enjoy the fruits of their labour while they live and breathe, and bequeath wealth to their descendants"

🚀 Available now on Amazon: https://www.amazon.ca/dp/B0CDFJQ6L1?ref_=pe_3052080_397514860
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Winner winner 🏆 salmon dinner! Championship trophy is coming back to the office! Very grateful and honored to be the repeat champion of this fishing derby!

Lyle is out of the office on vacation!

Please email [email protected] to book in for August!

The office is OPEN, so if you need a hand, one of our great advisors or client service specialists would be happy to help!

This heat and humidity is good for the old bones. These old dry bones are about to come alive! Ready to hit the ground running and the conference hasn't started yet! Glad to be sharing this with

This year, I am participating in the Mackies Place pie challenge. We are going to raise funds for a great organization and have some fun doing it.

Our goal is to raise $1000 for , and i will get a pie in my face.

I'm sure someone would love to pay money to see that!! Donate at the link below:

https://mackiesplace.kindful.com/pie-challenge-2023/team-lyle-macdougall #

Fun Friday!!
Meet Lily! Lily is our new Client Service Specialist. If you call us, chances are you will be chatting with Lily, and she loves to help our clients! Please join me in welcoming Lily to the Strata Wealth Westcoast team!

Great way to cap a week out of the office. We've had some fun and some relaxation and some strategizing! Get ready folks, we are coming in hot! We are ready to serve our community and clients through these interesting times!