Jeremy Trottier Freedom 55 Financial
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General Information
Locality: Nanaimo, British Columbia
Phone: +1 250-619-4943
Website: advisor.freedom55financial.com/web/jeremy-trottier
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Join us on June 25 for a virtual career info session!
Income annuities can give you a steady paycheque throughout your retirement. Let’s talk about guaranteed income: http://ow.ly/XFoe101sJV4
Start the new year on the right foot. These 5 tips can help you organize your life, and save money in the process: http://ow.ly/Qshs101sWb4
More Canadians are entering retirement while paying off a mortgage. Use these 5 tips to help manage housing debt in retirement: http://ow.ly/JKq0101sW9k
Canadians are living longer than ever. Let’s work out your financial security plan for retirement from 5 years to 6 months out: http://ow.ly/cMoN101sJV0
Are you unsure of when you should retire? Let’s take a look at your financial security plan together: http://ow.ly/gCG6101sJUZ
What comes to mind when you imagine your retirement? I can help you discover yours: http://ow.ly/6fcL101sJUW
According to the Financial Post, you might need less money for retirement after all. Let’s work out how much you actually need: http://ow.ly/LVaZ101hivN
Your income supports your family and their lifestyle. I can help you protect the things that matter most: http://bit.ly/2JkIK3L
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Check out these 3 ways that can help you pay off your mortgage sooner: https://tgam.ca/2vCs6KG
Make your tax refund work for you. I can help you turn that money into an investment: http://bit.ly/2qTW3Aw
When you’re ready to invest, the options can seem overwhelming. Let’s talk about what investment options are best for your goals: http://bit.ly/2qRYYu3
It can be hard to save towards your goals when you aren’t sure how much you need. Talk to me about setting financial goals so I can help you work towards them faster: http://bit.ly/2vA3uSM
Did you know there are options for using your RRSP and TFSA savings before retirement? Here’s what you need to know: http://bit.ly/2qPXLDS
Consider these 4 things when deciding whether you should lease or buy a car : http://bit.ly/2FaZCak
Buying life insurance for the first time is a big step. These tips will help you decide what’s right for you: http://bit.ly/2FcRqXa
Young, single, and not sure why you’d need to invest in insurance? Here’s how it plays an important role in your financial security plan: https://bit.ly/2G8vMJ3
Retirement planning for singles can be different than for couples. I can help you navigate the differences and build a plan to make sure you’re prepared: https://bit.ly/2I3VRp4
Thinking of studying or buying your first home? Talk to me about how you can use your RRSP or TFSA before retirement: https://bit.ly/2pGU5Ud
Building your investment portfolio can be a lot like building a fantasy sports team. Let’s make a game plan: https://bit.ly/2pGcksN
Is household debt really a bad thing? Talk to me about your situation and we can work out how to control it: https://bit.ly/2DWuCut
If the cost of groceries is one of your biggest financial stresses, these tips can help you keep your spending down: https://bit.ly/2GwxxPF
Do you dream of being able to give your child money for a down payment on their first house? Here’s what to keep in mind before you give money: https://bit.ly/2I7RhGj
You could have the adventure of a lifetime and travel abroad without blowing your budget. Let’s take a look at your finances and try to get you on your way sooner: http://bit.ly/2EmrhG5
Has your fear of missing out started to affect your wallet? Let’s work out a plan that lets you do the things you love while sticking to your budget: http://bit.ly/2BpuVQz #FOMO
Here are some ways you can give back in your community, at any age: http://bit.ly/2CeLr2S
A great coach can make all the difference. Let me be your mentor and help you get your financial game on track: http://bit.ly/2EovHQM
Own your own business or work as a freelancer? You may want to look at health coverage: http://bit.ly/2EDFXE0
Thinking about #retirement but not sure if you’re ready to leave the workforce for good? We can talk about alternatives: http://bit.ly/2CeOXu6
Looking at getting into a new hobby this year? Let’s work together on a financial security plan that includes doing what you love: http://bit.ly/2BW8i7x
These 4 tips will help you get started on tackling your debt in your 20s. Talk to me about helping set yourself up for success: http://bit.ly/2nZSqYc
Is improving your financial health one of your resolutions for 2018? Talk to me about how I can help get your finances on track for a successful year ahead. http://bit.ly/2Dzcifl
Should you list your spouse as a beneficiary, a successor holder, or neither on your #TFSA contributions? I can talk you through the process and help you make the right decision. http://bit.ly/2E3rrCF
Not all Canadians are making the same decisions these days when it comes to retirement. What would your ideal retirement look like? http://bit.ly/2tpxjTC
You set up your investment strategy years ago but is it still serving you? I can help you deterimine if your investments are set up to help you achieve your goals. http://bit.ly/2rCrIKl
Thinking of buying a home in 2018? These 5 factors could affect housing prices this year. Talk to me about how I can help achieve your goals http://bit.ly/2CgLCyB
Are you a business owner getting close to retirement? Here’s what you need to know about taking CPP/QPP and OAS: http://bit.ly/2DyPj06
It’s a new year, and you want to focus on your finances. Here are 5 reasons to start saving now: http://bit.ly/2ncrlAy
Do you know how to make income-splitting work for you? Reach out to me and we can talk about what’s best for you and your business. http://bit.ly/2AqXc55
With careful planning and the right investments, you can enter retirement with confidence. See how this Canadian couple saved for their retirement.
What, exactly, makes Tax-Free Savings Accounts such valuable savings vehicles? This brief list helps explain their growing popularity.
A vehicle can provide the freedom to go nearly anywhere and do just about anything. But to get the vehicle you want without breaking your budget, it’s important to follow these helpful tips.
For those watching their budget, it can be tough to justify a big trip abroad. But traveling doesn’t have to break the budget, so long as you follow some of these helpful tips.
Is it a good time to buy a home? What kind of mortgage is right for you? How important is a home inspection? These are just a few of the questions home buyers need to answer.
It can be challenging to keep your spending under control during the holidays, especially if you’re traveling long distances to spend time with friends and family. But there are ways to keep that spending under control.
Wondering if you should work part-time in retirement? Even a low-paying gig can make a big difference!
You can learn a lot from how others save and spend. Reading these personal finance blogs can help. Are there any others you’d recommend?
You’ve decided to buy a home. Congrats! It will probably mean making a down payment, covering moving costs and paying legal fees. But what else? I can help you understand the hidden costs of buying a home.
Buying life insurance seems complicated at least, when you’re doing it on your own. That’s where I come in: I can help you find the policy that works for you.
Do I have enough money to retire? It’s a question many Canadians are thinking about right now. Let’s meet to discuss how you can take steps to prepare for your retirement.
As a financial security advisor, it’s my job to help you achieve your financial goals. But there are a few simple things you can do to make the most of our time together.
Managing the cost of owning a vehicle is just one part of an effective financial security plan. Let’s meet to make sure you’re on track to reach your financial goals.
Most Canadians carry some form of debt, whether that’s a student loan, a mortgage or a line of credit. Getting out of debt is something you can tackle, and I can help you start the process with a financial security plan.
Many Canadians have concerns about how much they should spend in retirement. These concerns may be alleviated by creating a clear financial security plan.
The Registered Education Savings Plan (RESP) is a great way to save for a child’s education. But investing in it can be complicated let’s meet to discuss how you should approach this investment option.
Mutual funds are often recommended as a great way to invest your money. But what makes them so special? I can help explain how they might be useful for you.
So, you’ve decided to buy a home. Congrats! Now let’s make sure you’re prepared for all the costs associated with that big purchase.
For many Canadians, home ownership used to be an important part of the journey towards financial independence. But is that still the case? It certainly doesn’t have to be.
You may have heard that saving early pays bigger dividends. But how, exactly, does that work? Let me show you the benefits of compound growth.
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