Laura Wierzbicki
103 2 St E Suite 202 V0E 2S0 Revelstoke, BC, Canada
Category
General Information
Locality: Revelstoke, British Columbia
Phone: +1 250-878-4174
Address: 103 2 St E Suite 202 V0E 2S0 Revelstoke, BC, Canada
Likes: 84
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Have you ever thought about you future and wondered 'what if'? Now imagine if you could test those different 'what ifs' with your financial advisor, and instantly see the impact on your financial well-being. Introducing the next generation IG Living Plan. P: 250-878-4174 E: [email protected]
How will the Federal Budget impact you? -New Business Covid-19 relief measures -New Personal Covid-19 relief measures - National Early Learning and Childcare System... - Tax on select Luxury goods - Better access to the Disability Tax Credit - Vacant Property Tax for non-residents Please feel welcome to reach out with any questions you may have. P: 250-878-4174 E: [email protected]
This week in the markets: Several equity benchmarks climbed to record highs this week.
As the economy begins to recover throughout the pandemic, it has created concerns about inflationary measures. What does that mean exactly? We are currently in an environment starting to recover, along with that comes increased growth and pressure on inflation. We have seen record low mortgage rates throughout the past year. Throughout this recovery phase we see pressure on fixed income investments producing returns, forcing us to be creative and look for different liquid al...ternatives to create the risk adjusted returns required to meet your financial goals. Are you unsure if your financial plan can withstand increased inflationary pressure? Is your purchasing power going to erode over time? Are you properly positioned throught this recovery phase? Are you still on track to meet your retirement goals? Please reach out with any questions you may have. I would be happy to offer a free second opinion on your current plan to ensure you are still on track. Our investment solutions provide World class asset management expertise that maximizes diversification. #wealthmanagement #highnetworthplanner #financialplanning #investmentadvice #investments #insurance #retirementplanning #estateplanning
It has been an extremely hot market in most regions for the first quarter of 2021. Remote locations are still see a rise in interest amongst the remote work opportunities presented throughout Covid. Contact me today with any mortgage planning questions you may have. #mortgages #financialplanning #wealthmanagement ... P: 250-878-4174 E: [email protected]
Is it time to revisit your financial strategy? Wealth Management | Investment Planning | Retirement Planning | Insurance | Mortgages | Financial Planning Please feel welcome to reach out with any questions you may have. I do offer free consultations. ... P: 250-878-4174 E: [email protected]
This week in the markets: Federal Reserve’s commitment to easy monetary policy lifts stocks
New mortgage stress test rules have been proposed for June 1st. Please feel welcome to reach out for any mortgage planning needs. I'd be happy to answer your questions. P: 250-878-4174... E: [email protected] #mortgageplanning #mortgages #financialplanning #wealthmanagement https://www.cbc.ca//osfi-mortgage-stress-test-rules-1.5979
The industry is certainly changing, and we’re looking forward to serving Canadians as best we can. That means being digital and accessible, everywhere they are, Allen said. We’re committed to continuing to evolve and grow as Canadians’ lives get smarter with technology, and we’ll be there to support them every step of the way. Are you ready to see if you are on track to meet your financial goals? Find out your financial well being score now: https://snapshot.investorsgroup.com/
Global stock markets advanced as a combination of hopeful vaccine news, fiscal stimulus plans and stronger economic data overpowered continuing uncertainty about the potential negative effects of rising bond yields. New US spending package for $2.25 Trillion announced, which has raised investor optimism that the world's largest economy is poised for growth in the years to come.
Are you on track to meet your financial goals? Find out today: https://snapshot.investorsgroup.com/
This is a question I get asked all the time. It is an interesting time where interest rates are historically low, and you might be wondering if you could be making better use of your money by investing it, rather than putting additional payments against your mortgage. Everyone has a unique situation, a different feeling about carrying debt, and overall risk tolerance for investing. If your unsure the answer to this question, please reach out. I can walk you through the best solution for your particular situation.
RRSP vs TFSA: which one is better for retirement savings?
Covid has impacted so many financially. Here are 3 things you can do right now to make sure you retirement has not been derailed. 1) Continue your regular contributions, perhaps increase them if you are working and have reduced spending. 2) Ask your financial advisor to update your financial plan using current investment values. You need to know where you are at so that your Advisor can guide you on what you need to do to meet your goals. Don't have a plan? You should. ... 3) Double check your asset allocation. This is the ratio of equity to fixed income in your portfolio. If you are not sure, we can review your current portfolio and provide some insight for you.
With tax season in full throttle, you may be wondering which covid-19 benefits are taxable? Tax planning is a crucial part of your financial plan, please reach out with any questions that you may have.
As we near the end of RRSP season, are you unsure if you should be making a RRSP contribution or a TFSA contribution? Reach out with any questions you may have. [email protected] 250-878-4174
Have you made your RRSP contribution yet? Should you be making an RRSP contribution this year? With the different account types available, it might be a great time to determine whether you are taking advantage of the best options available for your particular situation. ... Please feel welcome to reach out with any questions that you may have!
Have you created a financial plan yet? It's never too late to start. Take a snapshot to see where you stand for meeting your financial goals: https://snapshot.investorsgroup.com/
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