Michael Allen Financial Advisor
11 Race Street L2R 3M1 Saint Catharines, ON, Canada
Category
General Information
Locality: St. Catharines
Phone: +1 905-685-5888
Address: 11 Race Street L2R 3M1 Saint Catharines, ON, Canada
Website: atfs.ca
Likes: 98
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Being asked to be someone's executor is certainly an honor and shows how much that person trusts you. However, do you know what is involved in this role and are you prepared for the risks and responsibilities? Make sure you read this article and do some research before accepting!
Very excited that for the 17th year in a row Aurora is attending the annual Million Dollar Round Table (MDRT) meeting. This Premier Association of Financial Professionals is a global, independent association of the world's leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
So very lucky to have the support of this great team!!
Very excited that for the 17th year in a row Aurora is attending the annual Million Dollar Round Table (MDRT) meeting. This Premier Association of Financial Professionals is a global, independent association of the world's leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
A very common question we get recently is whether clients should be paying down their mortgage in such a low rate environment, or investing the money instead. Take a look at this short video that highlights how to help you make that decision.
We are very proud to share a recent article written by Aurora and published in the Insurance News Net Magazine. It discusses the various methods in helping clients tame the debt monster. http://www.insurancenewsnetmagazine.com//help-clients-tame
So very lucky to have the support of this great team!!
So happy to see some schools promoting the education of personal finance management at such a young age. Parents also play a vital role and should encourage their children to be a part of their financial planning.
From our family here at Aurora Tancock Financial, we hope this Easter weekend brings your family and friends together for celebrations filled with joy, love, happiness and of course some chocolate. Enjoy the long weekend!
A very concerning article about how many Canadians feel that they are not on track for retirement planning or unprepared to protect loved ones if a tragedy were... to happen to them. Working with a financial advisor to develop your personal financial plan looks at protecting your loved ones, determining your retirement goals and mapping out how to get you there, managing debt, and relieving stress so you can enjoy your life. See more
FACT: If Niagara’s 2021 Canada Games bid is successful, the economic benefit is estimated to be $200 million-plus. To learn more, visit www.niagara2021.com #NiagaraAreYouIn
For those of you unaware, Niagara is in a fierce battle with three other communities in Ontario to host the 2021 Canada Summer Games. Hosting these games is estimated to have an economic benefit of $200 million for the Niagara Region and will result in many new and upgraded sport facilities and will leave a huge legacy and support system to help our local young athletes for years to come. Show your support to host these games!!!
Short video that explains the new investment statements that clients will receive through Quadrus/London Life. Lots of changes for this year and additional details included on statements, make sure that you understand your statement and know what value your advisor is providing for the fees that you pay. And for anyone thinking they don't pay fees at the bank, make sure you read your new statements this year!
The RRSP Deadline is fast approaching for 2016 contributions (March 1, 2017). Its not always easy to find some extra money to contribute but please take a look at the short video supplied by London Life that shows how compounding interest can make a huge difference in the long term. A smaller regular contribution now will grow far more than starting a regular contribution at twice the amount later in life.
One of the most common questions I get is "what should I be concentrating on putting my money towards? Savings into a RRSP, TFSA or pay down the mortgage?" This article helps explain the advantages of each approach and when each strategy is ideal. These are just general statements and ideally let's arrange a meeting to review your specific circumstances and what would be best for you.
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