Financial Foundations for Families

Families need a strong Financial Foundation to successfully get through all that life can throw at t

10/08/2022

If you are looking for an exciting & rewarding career in Financial Services message me for more details.

06/23/2022

Like a lot of you, Sally was looking for practical information to better understand her current financial status and build a plan for retirement in a few years.

She actually started her journey in our program and built up her financial literacy the old-fashioned way, "I followed the steps in the program and took ownership of my finances. I took each module slowly and used the workbooks."

Sally quickly realized she was "leaking money every month to high credit card payments" and also learned that her credit score was preventing her from taking advantage of the best available mortgage and lending rates.

Our online platform was a great resource for Sally to learn the fundamentals she was lacking. But now she was looking for more and took advantage of our complimentary financial assessment call to begin exploring her options.

Based on her need for more in-depth knowledge and support to start making some big changes, Sally decided that our one-on-one financial coaching program would be the best option for her situation.

Over the next six months, our financial coaching in private sessions answered all of Sally’s questions and provided expert advice, guidance and the motivation to take action. This will "be a resource for life" according to Sally.

FAST forward to today and here is what Sally has achieved so far:

Credit score is in the high 800's.
No credit card or other high-interest debts.
Invested in two rental properties by leveraging her existing portfolio at great interest rates.
Introduced her adult children (23 & 26 years old) to our program and says, "they are 100% on track financially".
Sally is on track to retire in five years.

Our coaching program can certainly help you, just like it has done for Sally and hundreds of others. The program is completely customized based on a comprehensive analysis of all aspects of your finances including spending, credit and debt, saving, investing, passive income streams, retirement planning — we even cover insurance, and wills.

A financial coach isn’t the solution for everybody, and you will need to commit a few hours each month to review the materials if you really want to maximize your results. Our coaching program is a lot more than simply giving you financial advice for the near term, it equips you with the knowledge and confidence you need to manage your money for life.

Contact us for your 45 minute Discovery Call.

We want to ensure the program is a good fit and will be effective for you, so we offer a complimentary 45-minute financial assessment call to anyone who is interested in learning more. The call is also a great way to get some honest, unbiased feedback on your financial situation — talking about it definitely helps!

01/28/2022

Need a Life Plan? Let me help you build one, your way.

08/27/2021

Stability
Security
Safety
Let us show you how to be in control when it comes to your family

06/08/2021

If You understood the Power of Residual Income, You would do whatever it takess to get there.

05/01/2021
04/26/2021

My Team of Financial Associates is expanding and looking for individuals and entrepreneurs who are hard working, career focused, self motivated and driven for success to join my team.
This is a work from home opportunity.
We can offer above average compensation in the industry, affordable licensing course, opportunities for advancement, on going training and support. This is a great career that is flexible in time management and balancing personal and family life.

03/22/2021

HIRING MULTIPLE WORK FROM HOME POSITIONS
- Financial Services Advisors, Sales Managers

We are looking for candidates from various backgrounds who enjoy a team styled approach towards building a business and appreciate a company that takes pride in making the day to day tasks competitive, fun, and rewarding.

Our clients are #1, we have an education program second to none and we are a making a positive difference in people's lives everyday

We believe that by creating an atmosphere where people thrive, our inspired staff will lead to satisfied clients.

ONLINE INTERVIEWS THIS WEEK!

Hiring for the following;

Customer Service/ Sales Consultants, Marketing, Executive Management

- We are looking to hire full-time - Flexible schedules hiring days, evenings, and weekends.
- Part-time positions available

Partners will Receive:
Above-average weekly income (40K + in the first year). This is a commission paid position
Bonuses
Residual Income
Exceptional commission rates
Incentives
Full & Ongoing Training

Our approach is what has led us to be ranked as the Fastest Growing Financial Services Managing General Agency in Canada

02/05/2021

If you are looking for a new career, a work from your home office business, talk to me, let me show you what we can offer you.

02/05/2021

Its RRSP season. Let me show you how to save on taxes and set up your financial future, deadline March 1, 2021

01/18/2021

Start 2021 off with a Complimentary Financial Analysis and long term financial plan. It can make a huge difference in your finances December 2021

12/03/2020

Are you looking for a new career in financial services? We are expanding & are looking to help you start a great career serving people. Work from home, make a difference in people’s lives

10/21/2020

Connect with Us, we make a difference

An Estate Plan For Every Stage Of Life 09/17/2020

https://www.forbes.com/sites/riankadorsainvil/2020/01/30/an-estate-plan-for-every-stage-of-life/

An Estate Plan For Every Stage Of Life The truth is, individuals at every stage of life can benefit from having an estate plan. Let’s explore what an estate plan could look like, and what potential pitfalls to watch out for.

09/04/2020

If you are looking for a rewarding career, we are looking for you. As a Financial Advisor you will assist in developing Financial plans for clients.
We offer Full & Part time Career Opportunities Working & training from home

Best Compensation Model in the industry

No Experience Necessary. Opportunities for Advancement

Become an Expert in the Industry World Class Sales Support & Technology

Our Proprietary “Expert Financial Analysis Software” Gives You the Tools You Need Online

Receive Hands On Experience Working with the Top Leaders at Experior Financial Group Inc.

Promotions Based on Personal and Team Production

08/08/2020

Why are Canadians not saving money 💰

07/30/2020

We offer a complimentary Financial Analysis that gives you the plan to get where you want to be

07/22/2020

If you think the bank is the only place to put your savings, if you think your savings can only get 2.75% interest, you would be wrong... let me show you your options

07/03/2020

This is a great time to put some funds in an investment account. The markets are in recovery & moving up

06/22/2020

Kayla talks about her new career in Financial Services

06/04/2020

We are offering Complimentary Financial Analysis & Plan to help you get control over your financial future

05/29/2020

7 Great Reasons to Have a Home Business

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Address


871 Victoria Street N
Waterloo, ON
N2B3S4

Opening Hours

Tuesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 3pm

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