Financial Business Planning Services

🚀 Big News at Financial Business Planning Services! 🚀

We're excited to announce our brand-new AI-powered page, designed to provide you with smarter financial insights and personalized updates!

👍 Loved our tips and updates so far? Our new AI-enhanced page will take it to the next level, helping you make more informed financial decisions with ease.

📲 Please join us at our new online home by visiting https://www.facebook.com/profile.php?id=61562656337185 and hitting 'Like'. Expect tailored advice, timely news, and much more—all aimed at helping you achieve your financial goals faster and more efficiently.

We're here to innovate and inspire in your financial journey. Let's make your dreams a reality together!

🚀 Exciting News: We’re Launching a New Page!🚀

We’re thrilled to launch our new AI-powered page! This upgrade helps us to provide information that is tailored to you.

🌟 Like our new page at https://www.facebook.com/profile.php?id=61562656337185 for customized advice based on your unique needs and goals. Join us and elevate your financial planning experience!

We can’t wait to welcome you to the future of holistic financial planning!

Beyond helping improve the financial, physical and mental wellbeing of your employees, a benefits, retirement and savings plan can increase productivity and attract talented people.Let's have a conversation. https://ow.ly/HQt250SuFzK https://www.canadalife.com/business-solutions/solutions-for-your-employees.html

Canada Small Business Financing Program (CSBFP) provides up to $1.15 mill. for eligible businesses with revenue under $10 mill (excluding farms). Starting a business? Let's have a conversation. https://ow.ly/HvYT50SuFMH https://go.upcontent.com/a976b1a7-7f50-4d94-9473-78bcafeb0c74

How To Get A Loan To Start A Business In Canada We explain everything you need to know if you want a loan to start your business.

Are you struggling to hire and keep good employees? Let's have a conversation. https://ow.ly/ytyx50Sonog
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Council Post: 19 Business Perks To Attract And Retain Employees By paying special attention to their employees, business leaders can ensure the success of both employees and the business.

Let's have a conversation about harnessing the power of insurance as part of a complete financial plan for your life and business. https://ow.ly/oJ9v50Son50
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What are the different types of business insurance? The right business insurance can help continue the success from all your hard work.

Despite new strategies to level the playing field for more candidates, hiring bias, race-based earnings disparities, and occupational segregation will not disappear automatically. Proponents view these changes as a significant way to enhance workplace diversity.

Why Skills-First Hiring Alone Will Not Improve Diversity Increasing diversity in the workplace requires going beyond dropping degree requirements to addressing occupational segregation and race-based disparities in earnings.

You’re an ambitious young Canadian with big life plans and financial goals: Saving for a wedding, planning for retirement, or keeping the dream of owning a home alive. Let's have a conversation about your financial goals. https://ow.ly/qlqi50SmNoN https://ow.ly/7eiV50SmNiv

Wedding, homeownership, retirement: How to invest for three big life stage expenses You’re an ambitious young Canadian with big life plans and financial goals: Saving for a wedding, planning for retirement, or keeping the dream of owning a home alive.

What’s the difference between a TFSA and an RRSP? https://ow.ly/sKq330sE6yO

What's the difference between a TFSA vs. RRSP? RRSPs and TFSAs complement each other and help you achieve your savings and investing goals in slightly different ways.

Wondering what the differences are between mutual and segregated funds? You’re not alone. I’m here to help answer any questions you may have to ensure you find an investment plan that works for your unique goals.Let's have a conversation. http://lexx.tel/

Are you eager to travel? 74% of households with a financial plan take a vacation each year. Establishing a robust financial plan is essential for achieving your financial objectives. Let's have a conversation. https://ow.ly/m3HC50Sb3pn

A solid financial plan reduces your vulnerability to market fluctuations. Let's have a conversation.
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What the Bank of Canada rate cut means for mortgages, consumer loans and investments The Bank of Canada has lowered its key interest rate by a quarter of a percentage point to 4.75 per cent, the first cut in more than four years. Here's what it could mean for your finances.

Sign up for our monthly financial planning newsletter! This month is all about taking regular vacations. https://ow.ly/qoJ450RZnT3

Are you saving for a down payment on a house, approaching retirement, or looking to start an education fund for your kids? Comment below what you’re saving for! Did you know each managed solution considers your personal situation and risk tolerance? Let’s connect to talk about your investing options. Let's have a conversation. https://ow.ly/JPp150RZlzZ

Let's have a conversation and ensure your plan is optimized for your situation. https://ow.ly/Wp0450RMKS5 https://ow.ly/TuC750RMKS2

Boomers’ property wealth to be lost in ‘fire sales’ to pay inheritance tax bills Baby boomer homes will have to be sold off in a “fire sale” as their families are hit by unaffordable inheritance tax bills, wealth experts warn.

Part of my role as your Financial Planner is to make sure you understand your options. Unsure? Let's have a conversation. https://ow.ly/CvwO50RML6y
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Millennials are unprepared for the Great Wealth Transfer Seventy-two percent of the 1,500 Americans surveyed said they lacked the financial confidence to manage a large influx of money.

Ready to talk about retiring? https://ow.ly/CF8l50RMKs3 If you plan to stop working before you turn 60, and don’t plan to collect CPP benefits until you turn, the intervening years may be a good time to make RRIF withdrawals https://ow.ly/BB8550RMKs4

I want to retire early. Should I start RRIF withdrawals sooner, or later? If you plan to stop working before you turn 60, and don’t plan to collect CPP benefits until you turn, the intervening years may be a good time to make RRIF withdrawals

Do you have the right insurance for your mortgage? Let's have a conversation. https://ow.ly/vpel50RELbR

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Mortgage insurance vs. Life insurance: What meets your needs? When buying a home or renewing a mortgage you may be offered mortgage insurance. Compared to life insurance, which one meets your needs?