Synergist Wealth

You are not alone. You are seen. I am with you.

You’re the magic to your company—your special skills, experience, uniqueness; irreplaceable. If something happens to you, ensure your legacy is successful.

Cash injection into business 👍
Cover loans and lines of credit 👍
Fill in the gaps with top-tier talent 👍
Keep tax-efficiency strategies available for the future 👍

Insure your success today with Synergist Wealth.

Ensure that if something happens, your love continues—life insurance will provide them with an uninterrupted lifestyle – the comfort of remaining in their home, the foundation to turn their dreams into realities, and beyond.

Payoff the mortgage, to carry-on without financial pressure ✔️
Start that small business you dreamed of ✔️
Pursue higher education ✔️
Buy that vacation home ✔️
Take time to grieve ✔️

Insure your love today with Synergist Wealth.

Getting coverage when you're younger = lower rates, but also protects your insurability. I’ve seen time and time again where clients delay and end up becoming uninsurable as health changes.
"My husband and I bought $1 million of life insurance each before we were married or had kids, and we don't regret it for a second."
https://buff.ly/3IK1msb

Ensure that if something happens, your success continues—disability income protection will provide you with an uninterrupted lifestyle – the opportunity to heal, the power to hire tutors/help, and meet your obligations.

Tuition payment 👌
Scribe/Tutor hired 👌
Freedom to seek RMT, Chiro, Physio treatment 👌
Bills paid 👌

Insure your success today with Synergist Wealth.

Courtesy :
Life insurance has meant Sara and her three children don't have to worry financially while grappling with the sudden loss of their husband and father. Her advice to other parents is to consider life insurance early on before health issues make it harder to get.

Courtesy : It’s not just breadwinners who need life insurance coverage—stay-at-home parents do, too! Here are nine reasons why!

Ensure that if something happens, your love continues—life insurance will provide them with an uninterrupted lifestyle – the comfort of remaining in their home, the foundation to turn their dreams into realities, and beyond.

Education ✅
The ability for their other parent to stay home and raise them ✅
Ability to hire a nanny ✅
Time to grieve without financial pressure ✅
Freedom to pursue their aspirations ✅

Insure your love today with Synergist Wealth.

Courtesy "On August 3rd, 2019 my mom passed away suddenly from a stroke a week after her birthday.

For the majority of my life, we struggled to make ends meet and have stability in our lives. After my parents divorced when I was five, my mom and I moved to Washington State to start our new life. It was always us versus the world; we always looked after each other and would learn lessons from each other when times were tough. She always emphasized the importance of school and would say that I had to go to college so that my future family wouldn't have to struggle the way we did. So that’s what I focused on; I would always try my best at school to make my mom proud and to fulfill my dream of buying her the first house she would have owned.

With the passing of my hero and the passing of my dream, I was stranded in a state where I had no money, no family, and no one to come home to. The day after she passed I had thousands of thoughts rushing through my mind like if I had to be put in a foster home and where and how am I going to pay for the funeral. The loss of my mother impacted all aspects of my life and made me work harder towards college.
The parent of my household was gone and I had no one to go home to at night and had no financial security due to my mom not having a life insurance policy because of the insecurities I had about not knowing how I would continue to live my life without a parent. My mind instantly went to dropping out of high school to begin working so that I wouldn’t get evicted and put into a foster home.

Ever since my mom passed, petty high school problems no longer distract me from my goal of going to college and making my mom proud. My mom will always be my inspiration in life and will further my development as a student and as a person. Although she is gone and my future is somewhat uncertain, a life insurance policy would have made my new independent life less stressful and would have brought certainty to my future and my college education."

Ensure that if something happens, your love continues—life insurance will provide them with uninterrupted lifestyle – the comfort of remaining in their home, the foundation to turn their dreams into realities, and beyond.

Education ✅
Ability for their other parent to stay-home and raise them ✅
Ability to hire a nanny ✅
Time to grieve without financial pressure ✅
Freedom to pursue their aspirations ✅

Insure your love today with Synergist Wealth.

Discover Prohealth Disability Insurance to protect your livelihood through supplemental income in the case of sickness, accident or injury!

Humania’s Prohealth Disability Insurance is coverage designed for and tailored to self-employed workers.
✔️No occupations refused
✔️Critical illness protection included
✔️Simple and accessible

When you die, mortgage life insurance acts to protect those you love so they won’t be burdened with your mortgage debt. It could also help you afford your monthly payment obligations during a health event.
Learn more: https://synergistwealth.ca/mortgage-life-insurance/

Synergist Wealth updated their website address.

With Synergist Wealth - Protect; you can learn, establish your exact coverage needs, get quotes, and apply, in minutes, from virtually anywhere*. https://synergistwealth.ca/

*Intended solely for residents of BC, AB and ON, Canada

Synergist Wealth | Insurance made easy.
Learn, Calculate Your Exact Needs, Get Quotes, and Apply,
all online!
https://synergistwealth.ca/term-life/

Don't miss a single beat!
Drop your email to hear about our exciting launches, get more comfortable with your money, and gain knowledge: http://eepurl.com/gWghfr
*We don't sell, rent or share your information

"Be fearful when others are greedy, and greedy when others are fearful," said Warren Buffett.

Take advantage of today's lower unit costs, and grow your net worth -
And what a better time than now; get those last-minute RSP Contributions in, or top-up the Non-Reg/TFSA/RESP!
It's a great time to BUY!!!

There's no reason to panic or be of concern. If your portfolio is well-diversified and aligned to your tolerance, and there's been no change in your time horizon and objectives.

SOMETHING BIG IS HAPPENING at Synergist Wealth, and you won't want to miss it!!!
Subscribe to our email blasts, today!
*we don't sell, rent or share your information!
>>> http://eepurl.com/gWghfr

Do you know the benefits of taking out a loan for your RRSP?

- Get a bigger tax refund
- Take advantage of your unused contribution room
- Reach your savings goals faster

For a limited time, get 0.50% off the current interest rate for an RRSP loan! Contact me to find out more! https://ia.ca/rrsp-loan

*rate effective Feb 25, 2022; subject to change without notice

With only 3-DAYS LEFT to contribute to your RRSP or increase your contributions with our RRSP loan - a solution that fits your budget, for benefit on your 2021 Tax Return!

Yes, really! Even if you’re temporarily short on cash to contribute to your RRSP, our RRSP loan can help you reach your goals faster!

Pay it down or off when your refund comes in!

Contact me to learn more!
https://ia.ca/rrsp-loan

RRSP Loan | iA Financial Group The iA Financial Group RRSP loan helps you continue your contributions to your registered retirement savings plan in the event of a cashflow shortage.

Last year, Canadians received an average tax refund of $1,895 per income tax and benefit return and an average of $6,690 in Canada child benefit (CCB) payments. That is a lot of money that (if used strategically) can help you so much. But if you don't pre-plan what you will do with the money, you may be tempted to spend it on a want, rather than a need. Right here and right now, I want you to decide how you will use your refund money to build up your financial security. Your focus should be on needs, not wants.

Synergist is proud to be a trusted representative of Beneva - the coming together of SSQ and La Capitale, for the greater good!
Want to learn more about Beneva's offerings? Let's chat!

The moment has arrived! 😄 Check out our new website here: https://www.beneva.ca/en