Videos by Kevin Moniz Financial Advisor in Brampton. Helping to educate and empower you to make well-informed decisions to both build and protect your hard earned savings. Today, tomorrow, together.
To our families, friends, colleagues and clients - may the magic of Christmas fill every corner of your heart and home this holiday season. A very Merry Christmas 🎅🏻 and Happy Holidays 🎄 from your friends here @vidafinancialgroup
To our families, friends, colleagues and clients - may the magic of Christmas fill every corner of your heart and home this holiday season. A very Merry Christmas 🎅🏻 and Happy Holidays 🎄 from your friends here @vidafinancialgroup
May this beautiful holiday season fill your heart with love, your home with joy, and your life with laughter. ✨ Wishing you and your family love, peace, and happiness! ✨ #happyholidays from our @vidafinancialgroup family to you and yours!
I know it’s funny, but the truth of the matter is, we’ve all been here! ✨ Now here’s the good news. Are you ready for it? ✨ With some discovery, goal setting, budgeting and cash flow analysis, there’s actually a better way! ✨ You can do it and our @vidafinancialgroup team can help! Book your appointment today with one of our trusted partners and turn the ship around and start working and saving towards achieving those elusive goals before it’s too late! Cheers, Vida Financial Group INSURE | INVEST | PLAN [email protected] (647) 725-9663 www.vidafg.ca
I know it’s funny, but the truth of the matter is, we’ve all been here! ✨ Now here’s the good news. Are you ready for it? ✨ With some discovery, goal setting, budgeting and cash flow analysis, there’s actually a better way! ✨ You can do it and our @vidafinancialgroup team can help! Book your appointment today with one of our trusted partners and turn the ship around and start working and saving towards achieving those elusive goals before it’s too late! Cheers, Vida Financial Group INSURE | INVEST | PLAN [email protected] (647) 725-9663 www.vidafg.ca
Now is as good a time as ever to get this much needed to do item off of your list! ✨ Remember, life insurance isn’t for you. It’s for the loved ones you leave behind… Let’s chat about your options today. Kevin Moniz, CFP, CLU, CHS Firm Principal Vida Financial Group INSURE | INVEST | PLAN [email protected] (647) 725-9663 x 700 www.vidafg.ca
Feels good to be back, doing what I do best! 😉 ✨ New year, new goals, new you. You have 361 days left to write your 2022 story. ✨ Contact me today, to get started!
Love building and implementing newly tailored financial plans for my amazing clients! ✨ Maybe you’ve tackled a few of the steps, or maybe you have yet to start. Don't worry, my team and I, have put it all together in one structured process for you. You just start with one task and keep the ball rolling. Or, just tackle the whole thing on a long rainy weekend with a big pot of coffee and a dog at your feet. It’s amazing what having a detailed roadmap can do to help you reach your destination! ✨ Let’s get started today!
#mondaymotivation ✨ Here’s a good tip 👌🏻for all of you out there. If you haven’t yet consulted your advisors during these chaotic times, whether, it be your financial advisor, your accountant, your realtor, your mortgage broker, or whomever gives you financial advice, make sure to get on that ASAP! How you come out of this pandemic financially equipped to weather the storm that will inevitably be coming, will play a huge part in your overall financial plan. If you don’t have a financial plan in place, well then, I suggest, that would be a good starting point. ✨ Let’s chat today about some of your goals and what it takes to make sure you get there. I’m here to help! 🙋🏻♂️
With all the turmoil in the world surrounding us right now, there’s no better time then the present to sit down with your advisor and get cracking on that financial plan of yours. Having that peace of mind and direction during these times, can you give you a much needed respite from all the negativity. ✨ Let’s chat today about what building a financial plan looks like for you and your family.
This is what the average financial plan for most of us looks like. Mind you, I guess we can say it’s better then not having a plan at all, which is all too common. With all of the current events going on in the world toda, don’t you think it’s about time that you sit down and actually plan what the upcoming years should like financially for you and your loved ones? ✨ That’s where I come in. Let’s chat today!
Love this video from @millionaire_mentor . If that doesn’t get the juices flowing, I don’t know what does! I know I love me some sleep but he raises a good point... ✨ What are your thoughts on sleep and productivity? ✨ #motivation #sleepwhenyouredead #productivity #financialsuccess #grind #alwaysbegrinding #workharderthantherest #outworkeveryone