Jarrett Zavitz, CFP, CLU, PFA

This is a pretty common question among entrepreneurs. Great opportunity to learn about the advantages/disadvantages from a tax perspective.

Are you finishing a professional program, masters, apprenticeship or doctorate? Right now your biggest asset is your ability to earn income. The best way to protect this asset is with appropriate disability insurance. Talk to me about the options you are eligible for if you have just completed a professional program or if you are in your first year of practice. You may be eligible for upgraded policies as well as a discount on the cost of coverage for life! There is no better time to consider protecting your income than today. This is a great option for new or upcoming accountants, lawyers, doctors, etc., even those in the final year of apprenticeship for many trades.

Anyone with travel plans should confirm their location is covered under their Travel Insurance during this time. Review your policy and call your provider to confirm your destination has no restrictions. If you are covered by RWAM view the link below to get your information. https://www.rwam.com/en/plan-members/Travel-Coverage.aspx

https://www.theglobeandmail.com//article-life-insurance-c/

November is Financial Literacy Month, here is a brief article about some tips to save money and pay debt. Got questions? Book a time with me, as a Certified Financial Planner I can help you work towards your financial goals. https://www.moneysense.ca//10-ways-to-save-more-and-pay-d/

Everyone can play their part in supporting small business! We asked members of Advocis to share a small business or independent online retailer that they apprec...iate. Check out Overland Outfitters for all your camping & off-road needs! https://overlandoutfitters.ca/ #ShopSmall #SmallBusinessEveryDay CC: Jarrett Zavitz, CFP, CLU, PFA - Life & Living Benefits Account Executive

For those in Squamish, Aligned is a great place to work. Awesome people, professional environment, good coffee! Pretty great spot overall.