Nicole Prozenko, CFP
2555 Ouellette Ave N8X1L9 Windsor, ON, Canada

This past year has been a rollercoaster for your investments and there is no time like the present to evaluate your portfolio. Here are my top four areas to look at when doing your evaluation: 1. Asset allocation. 2. Diversification. ... 3. Performance. 4. Taxes. #assetallocation #diversification #performance #taxes #investment

If this last year has taught us anything, it is that life is unpredictable. I create customized financial plans that are designed to be flexible and adaptive to your changing situations. This is why, when your initial plan is complete we review, report and update it regularly, in writing and in personal meetings. You will also receive quarterly/annual statements on the progress of your investment portfolio. Always keeping your plan on track.... #YQG #wateryourplants #update #financialplanning

I myself have a 43% chance of becoming disabled, an 18% chance of becoming critically ill and a 5% chance of dying all before the age of 65. I've put my security measures in place to protect myself and my family - Have you? Find out your risk: https://www.canadalife.com/insurance/risk-calculator.html#/ ... #YQG #knowyourrisk #criticalillness #lifeinsurance #disabilityinsurance #protectyourself

Do you have enough Life Insurance? Here is a simplified way to calculate your insurance need. Although it can be an uncomfortable thought, your loved ones will be appreciative of your planning. Not sure where to start? I am here to help. ... #lifeinsurance #YQG #yqgbusiness #insurance

You have enough on your plate, working with a planner can help you be better. #financialplanning #bebetter #worryless #contentment #achieve #wellbeing

Cleaning up the office today. It seems the longer I work from home the less organized I become I am spending the day cleaning up and organizing the office. Hoping to get a new system in place so these files don't get way from me so quickly. What are some of your work from home tricks to stay on top of things?

The year 2020 has most definitely been a volatile one in our markets. It's important to keep your eyes on your long term goal to ensure you stay on track with your investments. Money taps I to our emotions and seeing this recent volatility can cause worry and concern. Please keep in mind that historically speaking what goes down, will come back up. Focus on your long term goals and stay your course.

While I watch 3 hour Wealth Information Sessions - they look out the window. I think they think that they are helping.

Did you know, that what you did in your leisure time can impact your approval for insurance? Hazardous sports such as bungee jumping, flying a plane, motorcycle/ car racing, scuba diving, off roading, para sailing and many more can cause a price increase or an exclusion on any insurance policy being applied for. Have you been thinking about taking up or trying one of these sports? I'd recommend looking into/getting some insurance before you make that decision. Once you have... a policy in place, taking up the sport will not impact the coverage.

I have spent many of my pandemic days on hold with large companies. This call today was to the RBC Investment line I waited 1 hour 5 minutes before I hung up and tried a different department to get the answers that I needed. My clients rarely see this side of what I do to help take over their investments. What's the longest wait you've had on hold so far?