Sandra Yaquo-Edward Jones Financial Advisor, Barrie, ON Videos
Videos by Sandra Yaquo-Edward Jones Financial Advisor in Barrie. Financial Advisor
Come and experience the Edward Jones difference!
Our clients have experienced the Edward Jones difference first-hand. Learn how Joe partnered worked with his Edward Jones financial advisor to think about money differently so he can spend more time focusing on his children. #domoneydifferently #doingmoneydifferently
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Come and experience the Edward Jones difference! Our clients have experienced the Edward Jones difference first-hand. Learn how Joe partnered worked with his Edward Jones financial advisor to think about money differently so he can spend more time focusing on his children. #domoneydifferently #doingmoneydifferently
Learn how Patti experienced the Edward Jones Difference By working with their Edward Jones financial advisor, our clients have gained a new perspective about money. Learn how Patti partnered with her financial advisor to develop a strategy to grow her personal wealth so she can enjoy what's important to her. #doingmoneydifferently #wedomoneydifferently
The Tax-Free Savings Account (TFSA) limit has increased to $7,000 this year from $6,500 in 2023. Contact me to take advantage of the additional tax-free growth opportunity as early as you can.
Enjoy tax benefits and long-term flexibility when you open a First Home Savings Account (FHSA) at Edward Jones. Open an account by December 31 safeguard your 2023 contribution room. Reach out to me to find out more about how the FHSA can benefit you!
Discover Edward Jones
At Edward Jones we take the time to look beyond numbers and truly understand our clients' goals and aspirations. Watch my fellow advisor Makarand Deshpande discuss how Edward Jones empowers us to do what we do best: Advise.
If the last few years have taught us anything, it’s to expect the unexpected. It’s recommended you have three to six months of living expenses for emergencies. Aim for at least one month of living expenses to start and build from there. I can help you create an emergency plan. https://bit.ly/3vk4vL1
Year-end doesn’t just mean holiday season, it also means RRSP season is fast approaching. Why not consider making additional RRSP contributions? The deadline for 2022 contributions is March 1, 2023, and the contribution limit is $6,500.
A new year is synonymous with new year resolutions, January sales, shedding holiday pounds and purchasing a gym membership. However, it also brings new TFSA contribution room. Try to take advantage of the additional tax-free growth opportunity as early as you can.
Life insurance myth #2: A life insurance policy is too expensive
Life insurance myth #2: A life insurance policy is too expensive. We’ve all heard someone say life insurance isn’t a priority because it’s too expensive. The reality is that life insurance, and particularly term life insurance, can be very affordable. A Term 10 insurance policy can generally be purchased for less than $30 per month. Contact me to discuss what insurance options are right for you and your family. [EDJ2021]
Life insurance myth #1: Group plans are a replacement for individual life insurance
Life insurance myth #1: Group plans are a replacement for individual life insurance. A group plan at work is easy to join, but the coverage is insufficient for most situations. You’ll also lose the insurance if you leave your job. A group plan is still handy and can complement an individual policy but shouldn’t replace it. I can review your insurance needs. Let’s talk. [EDJ2021]
Open the Door to Personal Financial Advice
Open the door to a more local, personal approach to financial advice. [EDJ2021]
A More Personal Approach to Financial Advice
A timely approach to personal financial advice is just around the corner.[EDJ2021]