Andrew Acherman

Ready to embark on your financial journey? Take the first step by meeting a Certified Financial Planner (CFP®) to discuss your assets, liabilities, and goals. Let's Talk - https://ftt.rocks/3MwOTvU

A new baby? A new job? Rates renewing? Understand when and why you should conduct an insurance audit

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When and Why You Should Conduct an Insurance Audit - Andrew Acherman As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making t...

Need expert advice for your financial decisions? A CFP® can help you navigate the complexities and find the best options.

Let's navigate this together
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Are you among the few Canadians who regularly review their insurance coverage? Today, on National Insurance Awareness Day, join the movement and make sure your policy keeps up with your life changes.

Take charge of your financial future with a Certified Financial Planner (CFP®) by your side.
We can help you reach your goals. Let's Talk - https://ftt.rocks/3MwOTvU

Wondering what works and what doesn't? A CFP® provides analysis and guidance to help you reach your financial goals.

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Share your assets, liabilities, and goals with a CFP®. They'll create plans for each aspect of your financial life.

Call today to learn more. Let's Talk - https://ftt.rocks/3MwOTvU

Get started on your financial journey with a brief introductory meeting with a CFP®.
We can help! Let's Talk - https://ftt.rocks/3MwOTvU

Want a custom-designed financial plan just for you? A CFP® specializes in listening to your needs and goals.

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What happens when the children grow up and they are no longer dependent on their parents? What happens to your other "baby"- the business? Estate planning for business owners deals with the personal and business assets.
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Estate Planning for Business Owners - Andrew Acherman What happens when the children grow up and they are no longer dependent on their parents? What happens to your other "baby"- the business? Estate planning for business owners deals with the personal and business assets.

📢 Important Announcement! The Bank of Canada alters its monetary policy stance following two consecutive sessions of maintaining steady interest rates.

In its latest rate decision, the central bank unveiled its decision to raise the key interest rate by a quarter-percentage point, resulting in a new rate of 4.75%. This adjustment signifies a departure from the bank's previous wait-and-observe strategy.

Transportation, lodging, entertainment, and meals - choices matter. Similarly, a CFP® helps you make the right choices for your financial goals.
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Planning your financial journey is like planning a trip. You need to know where you're going and what obstacles you might encounter. A CFP® can be your financial GPS.

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Accountants, bankers, insurance agents, and stock brokers each provide value in their respective fields. But what if you need a holistic view? Enter the CFP®.

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Wondering who can address all your financial issues together? Look no further than a CFP®.
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Are you looking for someone who can understand your complete financial situation? A Certified Financial Planner (CFP®) can help.
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Critical illness insurance can help cover the costs of alternative treatments that may not be covered by your provincial health plan.
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Life insurance can provide financial security for your loved ones if something unexpected were to happen to you. Make sure you have enough coverage to protect your family's future.
Contact me to learn more

Disability insurance can provide you with income protection so you can focus on your recovery without worrying about your finances.
Let’s chat about it

Critical illness insurance can cover expenses associated with treatments such as experimental drugs or medical procedures not covered by your provincial health plan.
Contact me to learn more

Life insurance can help cover funeral expenses and other end-of-life costs, so your loved ones don't have to worry about the financial burden.
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Disability insurance can provide you with the means to cover your expenses while you're unable to work due to an injury or illness.
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You’ve worked hard and saved up your money so you can enjoy your retirement years. Now you need a solid plan to make sure you have enough money to last you – and you aren’t overpaying in taxes. Our article, “Essential tips and tricks for paying less tax and keeping more of your retirement income” provides you with everything you need to know to make the most of your retirement finances.

Essential tips and tricks for paying less tax and keeping more of your retirement income - Andrew Acherman It’s important to make the most of your retirement income. To do so, you need to be aware of what income is and isn’t taxable, and also how to make the most of the tax breaks you’re entitled to. This article outlines the four main steps you need to take to ensure you keep as much of your retir...

Critical illness insurance can provide financial support so you can focus on recovery instead of worrying about expenses.
Let’s chat about it

Protecting your family's financial future is important. Life insurance can help provide peace of mind for you and your loved ones.
Contact me to learn more

Disability insurance can provide you with financial support while you're unable to work, so you can focus on recovery.
Let’s chat about it

Did you know that critical illness insurance can cover expenses that may not be covered by your provincial health plan? Make sure you have the right coverage.
Contact me to learn more

Life insurance isn't just for the elderly - it's important for everyone to have protection in case of unexpected events.
Let’s chat about it

Disability insurance can provide you with income protection if you're unable to work due to an injury or illness. Make sure you're covered in case of unexpected circumstances.
Contact me to learn more

Did you know that critical illness insurance can help cover your expenses if you're diagnosed with a serious illness? Don't wait until it's too late.

Let’s chat about it