Brett McClelland, Financial Security Advisor
1400-606 Spadina Cres. E. S7K 1N9 Saskatoon, SK, Canada

Six months before retirement, you should: Update your beneficiary information Submit your claims for government benefits Apply for retirement benefits from your workplace plan For more details: ow.ly/OPvM102xS0s

A group benefit plan can help you maintain a competitive edge in the marketplace by retaining good employees and attract new ones. Contact me if you want to subscribe: https ://ow.ly/gYUo102xS09

You might be wondering whether a registered retirement savings plan (RRSP) or tax-free savings account (TFSA) is the best tool to help you reach your personal financial goals. I can help you invest for tomorrow, today. Send me a message. ow.ly/zGBI102xRZR

A spousal registered retirement savings plan (RRSP) allows you to pay less tax as a couple over the course of your life, and allows you to "split" your income in retirement. Questions? Reach out. ow.ly/PZjg102xRZG

Did you know that RESP contributions are eligible for grants of 20% of the amount deposited? If you’re ready to start saving for your child’s future, contact me. ow.ly/JGPS102m0uB

COVID-19 has caused major upheavals in many areas of everyday life, which is why it’s important to review your investments: ow.ly/aZoP102m0uu via @glcasset

Be confident that professional portfolio managers are looking out for your money. Introducing Canada Life Mutual Funds - a variety of funds managed by knowledgeable, experienced professionals. Learn more: ow.ly/o9uj102m0t8

You can save when refinancing your mortgage by: Reading the fine print Calculating your closing costs Preparing to act fast Learn more: ow.ly/IS5Q102m0t3

How might lower interest rates affect your finances? Let’s take a look together. Reach out! ow.ly/mrnI102m0sT

Interesting read about how the pandemic has changed Canadian’s spending habits. How have your habits changed for the better? ow.ly/PU2O102m0u9

This early retirement withdrawal calculator can help you see your future savings more clearly. Other questions? Contact me! ow.ly/K8Wb102m0sQ

Are you expecting a baby? I can help you plan your finances as your family grows. Contact me.

How does critical illness insurance work? 1 Choose the coverage amount you want. 2 Pay your premium. 3 File a claim if you’re diagnosed with a critical illness. 4 Receive your payment. ... Learn more: ow.ly/PdCY102jRop See more

Our flexible and innovative benefits plans can be tailored to help fit the specific needs of your organization large or small. Learn more: ow.ly/Qife102jRoj

If you’ve maxed out your TFSA and RRSP contributions, I can help you find other ways to invest your money for your future: ow.ly/roPm102jRoc

70% of Canadian businesses don’t survive the transition from founder to second generation. Let's discuss the future of your business together to ensure a successful transition when you’re ready to retire. ow.ly/ziNd102jeBq