Kailee Ramsell
181 Hudson Avenue Salmon Arm, BC, Canada
Category
General Information
Locality: Salmon Arm, British Columbia
Phone: +1 250-852-1137
Address: 181 Hudson Avenue Salmon Arm, BC, Canada
Website: www.sunlife.ca/kailee.ramsell
Likes: 219
Reviews
Facebook Blog
"Just to have that security of knowing that these medications that are absolutely necessary for me to have any functionality are going to be provided for, just alleviates so much stress and hardship on my family." That's what it's all about! I'm glad to see more insurance companies accepting claims for medical marijuana.
Are you following the 50-20-30 rule with your budget? Your future requires an investment, and I agree with Morningstar. That investment should be about 20% of your income. Not sure if you can make that happen? Come chat with me and we can develop a plan together :)
"That’s not sexism, it’s basic math." This is a fantastic article that touches on many of the financial planning considerations for both men and women. You may not realize how the life expectancy differences between men and women actually can affect retirement planning... good (short) read.
Commit to making your future a priority; pay yourself first!
Credit cards are all-too-easy to obtain, and payday loans are just a click away. Those issues, combined with a lack of financial education and soaring housing costs, are laying the groundwork for a troublesome financial future. Setting up a sound financial plan can help you stay financially healthy. Talk to me today about your financial plan. https://tgam.ca/2nadbiB
It's stories like this that make me so proud to be a part of #SunLifeFinancial. I am self-employed, I could choose any financial institution to represent, and I chose SLF. My contract does not have sales targets, I never get emails encouraging me to sell things to specific clients, and our company takes compliance and ethics VERY seriously. Many of the self-employed financial advisors I know came from banking backgrounds, and made the switch because of the exact things this article is talking about. Anyone working in financial services should have to follow a code of ethics. I adhere to the code of ethics put forth by the Financial Planning Standards Council; Principle #1: Client First. What code is your advisor following? #MoneyforLife #lovemycareer #makingmoneymakesense #financiallyfit #fpsc #cfp
Thank you to High Impact Signs & Designs for this lovely Money for Life banner! Can't wait to show it off at all of our events and shows this year! :) #MoneyforLife #FinanciallyFit #FinancialAdvisor #SalmonArm
Download or update your Sun Life Mobile app before March 31st and be entered to win cash prizes!
Meet Paula. With the help of her financial advisor, Paula was able to make her dream of owning a cottage a reality! Talking about your goals sets them in motion. Lets get things moving!... #moneyforlife #financialfreedom #financiallyfit #achieveyourgoals #salmonarm #financialadvisor
Did you know that those who work with a financial advisor end up with almost 4X the assets than those who do not? We live in an era of independence, and I respect that a lot of people wish to educate themselves enough to do their own investing, choose their insurance, and manage their income. I'm here to help educate you so that you can be sure you are making the right decisions, I'm not here to take over your plan. We are a team. Let's work together to build YOUR plan. #financialfreedom #moneyforlife #salmonarm #financialadvisor #financiallyfit