Kate Norris
132 1 Ave NW T4B3H4 Airdrie, AB, Canada

With winter upon us (here in Calgary anyways), lots of people will start to experience a shift in mental health. Shorter daylight hours, colder days, and a lack of beach vacations due to the pandemic. How will you take care of your mental health with the changing season? #MentalHealthAwareness #SelfCareMatters #mentalhealthsupport #awareness

Had an awesome time Friday for the 19th annual Airdrie Chamber golf tournament ! Airdrie Chamber of Commerce AIR 106.1 FM.

The impacts of COVID-19 have changed Canada’s economy for the worse but there is some good news as well.

The impacts of COVID-19 have changed Canadas economy for the worse but there is some good news as well.

It can be tempting to put off all but the most pressing financial issues until later. But thinking about life insurance now can actually help you balance - and achieve - your early financial goals. Here are 3 reasons why you should get life insurance in your 20s and 30s.

I am very proud to be working for a company that leads in innovation and, really, truly did an amazing job providing us what we needed to do our job during COVID. They jumped in to action to make sure we had the technology and resources we required , and were available to help our clients with any payment deferral and support . (Not to mention help advisors with the same support ) . Grateful to be an advisor with Sun Life where I can continue to provide value and service to my clients even in the toughest of times . Now to help with the recovery ... https://www.instagram.com/p/CBdss0JDARQ/

Don't forget, your CERB money is taxable. Here's how it works.... (Let me know if you have specific questions on tax brackets/ taxable income).

Some good news today!

*** What you need to know about government help during COVID-19 *** - TAX filing deadline is now June 1 - those eligible for GST credit will receive $400 ($600 for couples)... - CCB (child Canada benefit) payment will increase by $300 per child - minimum withdrawal for RIFF has decreased (call me if you have questions) - EI benefits (Sickness) no longer need medical certificate - $2000/month for 4 months for workers who lose income as a result of the pandemic due to job loss, illness, quarantine, caring for others or work disruption - STUDENT loans are paused until Sept 30 (NO interest accrued) - small BUSINESS - employers temporary wage subsidy for 3 months Call me if you have questions . Source:

*** OK friends, family, and clients. It's time to chat about everything going on in this world right now *** First of all, to all the employees AND business owners that will be facing loss of income, you can read about Trudeau's plan here: https://www.cbc.ca//economic-aid-package-coronavirus-1.550... I will also be educating myself on the process to help you with questions. In regards to your health and well-being, if you need assistance with reviewing your group benefits or reviewing existing coverage (life, health, disability ...), let me know. I can help you understand what's available to you. If you feel as though you NEED coverage such as life insurance, health insurance etc. rest assured companies are not increasing their premiums at this time- and they are allowing us to host zoom meetings to help with such coverages. Now, in regards to the volatility with the markets and how your investments are performing, I recommend doing a one-on-one with your advisor to discuss your overall portfolio and what to expect. If you do not have an advisor helping you with your investments, here are a few simple rules to go by during a market recession: - stay the course and do not sell your investments unless you've been advised to do so (by a professional) - ensure you are diversified and invested as per your risk profile and financial plan - try not to make any rash emotional decisions. If you need help, please call me or another financial professional. I have a great email prepared that outlines lots of information about the markets and what to expect - email me if you'd like it forwarded to you ; [email protected] And lastly, if you are struggling with anxiety and/ or depression through these tough times, I'm available to chat. Shoot me a private message - or text message 403 470 8832. We're all in this together and remember, this too shall pass!

Tonight was my first meeting at "100 Women Who Care". Since moving to Airdrie, I can't believe how much community spirit there is! Between supporting local business, and supporting local charity, I am honoured to be a part of it and excited to support and give back. Looking forward to the next meeting and supporting the winning charity <3 ... Balzac Craft Brewing Company, 100 Women Who Care Airdrie - Q3 February Meeting,

Read 500 pages like this every day. Thats how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it. Warren Buffett

It's never too early to start saving for retirement! #letschat #RRSP

At our financial centre recognition dinner, I was given the Harry Haydon award. This award was meant to honour Harry and his incredible service as an advisor . He was an exemplary advisor at Sun Life that worked hard to provide excellent service and community and everyone knew him for his integrity. To be compared to Harry is beyond any production recognition and I am feeling so blessed that I was thought of for this award . An advisor who believes in honesty, integrity, service and community

- The best advice I got from a financial planner convinced me to make 3 life-changing financial decisions -

Going away for the holidays? Here is a great way to get travel insurance. Did you know you can purchase a policy for 12 months that will cover as many trips as you go on? Message me if you need more information - or look online here:

If buying a home is in the near future for you, reach out to myself and my mortgage specialist. We can help you set realistic expectations on what your home purchase will look like. https://ca.finance.yahoo.com//disastrous-mistakes-millenni

Yes, it's icky, I know! But your older self WILL thank you :)

Don't wait for "RRSP Season" to make your contributions. Look through your employer savings plan, your personal investments, anticipated tax bracket, and decide how much to contribute. Not sure how? Click the "Send email" button above and I will help :) https://www.thestar.com//strategically-review-your-employe

Have you ever wondered what your credit score calculations are based on? Take a look at these 5 factors. http://ow.ly/KqBr50wNHYp

Thanksgiving and client appreciation week fall together this year . I am extremely thankful for my clients and my career ! These were snippets of emails from clients just this past week and I feel so blessed to be helping their families. I hope everyone has a wonderful thanksgiving long weekend with their loved one !

What are your current financial goals? Pay down debt, save for the short-term, or save for the long term?

Had a great time today at the #airdriechamberofcommerce presenting to a great group of business owners and professionals. Looking forward to the next opportunity to provide educational seminars :D

It's never too early to start saving for retirement. #payyourselffirst #buildyourwealth #financialfreedom #nobettertimethannow

Get that step counter out! "Going from a sedentary lifestyle to taking 10,000 steps per day could lower your risk of mortality by 46 per cent"

** SPEAKER SPOTLIGHT ** This week's Speaker Spotlight is our one and only financial Advisor and returning speaker, Kate Norris Kate will be helping to bust... all those common myths about life insurance, health insurance, investments, and all things Adulting. We look forward to expanding and diving in even deeper to this topic, as our last event attendees had SO many great questions! You won't want to miss this. See more

For current clients, personal or group, register online to submit your claims, watch your investments grow, or look for health providers! Travel? Home renovations? Education? What would you do with $5,000? Register today by visiting sunlife.ca/goregister.

Two years later, I am very happy to say that I acquired a new designation! Health insurance is such an important factor in any holistic plan. Your biggest asset is YOU. Your ability to earn income and to protect yourself if that earning ability discontinues for any length of time. If you have questions, fire away!

Life #insurance is fundamental when it comes to personal finance. Looking at the major milestones in your life will help you decide when you should get or adjust your insurance.

RRSPs... do you know how the beneficiaries work? Do you have a beneficiary named on your group savings plans? If you have questions, don't hesitate to reach out :) https://www.wealthprofessional.ca//mistakes-to-avoid-in-na... https://www.wealthprofessional.ca//mistakes-to-avoid-in-na

It's back! Round two of "Adulting 101" coming in September to the Rec Room. We had such an amazing turnout and incredible evening last time that we've brought it back! New content from our Accountant - Joanna- and a new theme "Myth Busters" based on all of the interactive questions we had at our last event. Tickets on Event Brite on the page below. Message me if you have questions. :) (You do not have to be a millennial to attend- this info is beneficial to everyone!)

Families, its important to be proactive and start the conversation about care-giving arrangements. Planning will reduce stress and provide peace of mind that youre taken care of. Lets start the conversation today.

Excuse my absence over the next week! We will be joining the rest of our city in some concerts, rodeo, two-stepping and fantastic entertainment while my family is in town. Hope to see you there! Enjoy and be safe.