Florin Tapalaga, Financial Security Advisor, QAFP
8920 Woodbine Ave. suite 203 L3R 9W9 Markham, ON, Canada
Category
General Information
Locality: Markham, Ontario
Phone: +1 416-707-0782
Address: 8920 Woodbine Ave. suite 203 L3R 9W9 Markham, ON, Canada
Website: www.lazarwealth.com
Likes: 169
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Facebook Blog
Starting Sept. 1, Canada Life is offering four free months of coverage (3 in BC) on qualifying new term 20, term 30 and term-to-age 65 products. This is your time. Contact me for more details, personalized advice and quotes. https://share.vidyard.com/watch/5ZGns5xBmWFKkNnagcfNfp?
Health and Dental Benefits Losing a job hits harder than just losing the income. You (and possibly your family) may lose valuable health and dental benefits. Canada Life's PlanDirect options can help fill the gap between your provincial plan coverage and what you pay. These plans are great options if you’re self-employed, work on contract basis, or don’t qualify for benefits with your employer. Contact me for quotes, plan details and advice.
Dividend or capital growth? Individual shares, index funds or mutual funds? When is the right time to buy or sell? There is not one answer that fits all. Contact me for a free review of your current investments and get advice on strategies suitable to your situation.
"Those aged 45-54 are worst hit with 37% saying their financial situation is bad or terrible..." Angus Reid institute survey reveals. How can you get better? Book now your free virtual session review (Call or PM).
Borrowing to invest may be a good strategy, but only at the right time and for the right type of investor. This may be the right time, but are you the right prospect? Call me if you've been contemplating this strategy or just want to learn more about it.
When investing you should be prepared to be in it for the long haul. Don’t be swayed by your emotions, here are 3 tips to help you deal with market volatility.
There are better ways to achieve your goals without the risks associated with using joint-ownership with adult child for estate planning purposes. Ask me what you can do with your personal situation.
2019 RRSP deadline is 11:59pm, Mar 02 2020 Contact your advisor ASAP for your last minute contribution2019 RRSP deadline is 11:59pm, Mar 02 2020 Contact your advisor ASAP for your last minute contribution
Market corrections are uncomfortable, but we caution investors against emotional reactions that take them away from their well-balanced and risk aligned investment plans. #financialplanning #retirementplanning #volatility #keepcool https://www.glc-amgroup.com//glc-insights-coronavirus-five
"Two thirds (66%) of Canadians also expressed concerns that they underestimated the amount of money they need in retirement..". Proper planning will address this and many other related concerns. Call me to book your own complementary retirement planning session and become "retirement-confident".
Make 2020 your year! These practical tips from Savvy Canadians - Save. Invest. Retire Early can help you take control of your finances. http://ow.ly/NRcE50xLw0H
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