Building A Better Financial Future
109-420 Britannia Rd E L4Z 3L5 Mississauga, ON, Canada

October is Financial Planning Month! Heading into the holiday season, Financial Planning Month reminds us to keep our spending in check and prepare for our financial goals. That’s why Financial Planning Month takes a fresh look at our spending habits in October. As 2021 comes to a close, this is the perfect time to evaluate your financial goals and set a plan in place in preparation for 2022! ... We all know the importance of financial planning, but how many of are taking REAL action? What better way to celebrate this month by attending our financial workshops that are held daily and sitting down with a licensed professional. Comment below if you would like to get details for these free workshops #FinancialPlanningMonth #wealthbuilding

Can Anyone Afford to lose half of their Retirement Next Egg ? Getting Sick is never Planned An example of how a critical illness could impact retirement savings:- A client has a balance of $50,000 in a TFSA at age 40 and is able to deposit $2,500 each year for the next 25 years. Assuming an average annual investment rate of return of 4% to age 65 and the client doesn’t make any withdrawals, the TFSA balance would be $241,571 at age 65.... If the same client suffers a critical illness at age 40 and withdraws $25,000 from his TFSA to pay immediate medical costs, and is not able to make annual deposits of $2,500 into the TFSA for the next 10 years, by age 65, the TFSA balance would only be $118,707, assuming the same average annual investment rate of return and no other withdrawals. That’s less than half of the original planned balance! #financialliteracy #protection #wealthbuilding See more

1 in 4 households believe they will suffer financially within just one month if a wage earner were to pass unexpectedly. That is why it's so important that we not only have an emergency fund to aid us during unpredictable times, but it's important that we are properly protected to ensure that our family is taken care of if we were to pass prematurely. With it being #LIAM21, make sure we sit down with a licensed professional to review your options for life insurance. #HELPPROTECTFAMILIES #LIAM21 #savingyourfuture

It pays to do business with iA Financial Group.

Have your children gone back to school? Contribute to their success thanks to our Registered Education Savings Plans, which will help pay for their post-secondary education! Contact me to know more and discover the generous government grants offered!... #investedinyou #highereducation

Are you part of Sandwich generation ? How well are you prepared for retirement ? #Investedinyou #financialplanning

Do you have multiple streams of income ? If not then build another stream of income . If you are open to learn and spend few hours in a week then we can certainly help you build that in financial industry #IncomeOpportunity #financialplanning

2020 may not have brought us any presents , but it has shown us the importance of financial planning, like: Making a budget Having an emergency fund And much more ... Looking back on this year, would you say that you were as prepared as you could have been? Contact me so I can help you make a plan! https://ia.ca//f/5-tips-for-optimizing-your-financial-plan #investedinyou #financialplanning

When in doubt always consult financial professional to learn about your options for your financial problems #FinancialPlanning #FinancialLiteracy

Have you ever realized the power of discipline and consistent savings habit .. #financialplanning #financialliteracy