Rosewood Wealth Management Inc.
7077 Keele Street L4K 0B6 Vaughan, ON, Canada

Check out our new website! Rosewood Wealth - The power behind your vision! www.rosewoodwealth.ca

There's never been a better time than now.. Start planning!

Looking for a safe investment with long term benefits? Due to changes declared in the federal budget, tax sheltered growth inside life insurance policies are changing. 2016 is the last year that higher cash value policies are available. Don't ignore this opportunity. $50/month is a great start.

Improving productivity and decreasing stress: why you should stop multitasking.

This is a great article. Worth reading if you are unsure about your future. "Success comes from doing something extraordinary with passion and intensity."

Do you have a 5 year plan? Your future success is dependent on the clarity of your goals. You should have your personal, professional and financial goals written down and a plan on how you are going to achieve these goals. See the below link for a "how to" on writing your 5 year plan.... Your'e Welcome.

Great info here on how the change in power will affect your personal finances. Hit me up with any questions! 647.669.7420

Has your financial situation become like a maze that you feel like you can not get out of? A lot of my clients initially have no plan set out for the future. Everyone needs professional advice, no matter what their situation is. I help my clients organize their savings and goals for the future, as well as budgeting for their monthly expenses. Contact me today, and I will structure a plan tailored for your future success! ... 647.669.7420

Market volatility can be detrimental to your portfolio and your financial future. On the other hand, it can also present opportunity for the future. Ensuring your investments coincide with your risk tolerance and time horizon is crucial to preserving and growing your capital for the future. Contact me today to review/set up your portfolio today! 647.669.7420... [email protected] See more

Proud to be recognized as an Elite Advisor within the Greater Toronto Area. Looking forward to continued success with Freedom 55 Financial. #gojaysgo

Do you have a Financial Advisor? If not, it is likely that you are not saving and investing enough of your income. Canadians who work with an Advisor have an average of 4 times more assets! You don't need to be rich to start working with an Advisor, I can show you how to build a strong financial foundation with a simple monthly contribution!

How does $7,000 sound to you? Did you know that the government will give you $7,000 to purchase your first home ($14,000 if you are purchasing with someone else)? Ask me how.

Pay Yourself First!

Financial Planning 101: "Pay Yourself First". Set up an automated savings plan so that each paycheck, you put away 15-30% of your income prior to spending it on your needs or wants. This is the first step to building a successful financial future for yourself. I will help you monitor your savings and build your wealth!

The Tax-Free Savings Account (TFSA) is meant for investments that make you money. Its only when you combine higher returns with tax-free growth that you really unlock the wealth-building power of TFSAs. I see a lot of people with TFSAs at the bank but they are invested in a daily savings account. If you are one of these people, you are not properly taking advantage of the tax-free growth of a TFSA. Talk to me to open a TFSA or help change your investments in your current TFSA to build your wealth!

Looking into purchasing a new home or renewing your mortgage? I can help!

Its cheaper than you think. Those with no life insurance think its three times MORE expensive than it actually is. Source: 2014 Insurance Barometer Study, Life Happens, LIMRA

"Its an integral part of a successful and balanced strategic financial plan.

Fantastic advice on setting yourself up for future success both personally and financially while in your 20s.

Are you familiar with the coverage that is provided to you through your employer? It is important to understand your employee benefits package. Send me an email or call me with your information and I will assess your coverage and go through it with you free of charge! [email protected] | 647.669.7420

Some good tips here on how to save money on your utility bills!

On the road to success, one of the most important relationships is the one you have with your financial security advisor. I'm here to help simplify your financial world so you can focus on what matters most.