WealthyPlanet
5239 South Service Rd. Suite 106 I7I-5K2 Burlington, ON, Canada

New survey from Forrester Research shows that 2021 will see the implementation of new technology plans currently on the whiteboard at Wealth Management firms. Consumers will win with better pricing and convenience. FinTech trends are transforming the investment industry. #wealthmanagement #retirement #financialplanning

How does compound interest work? It's an important concept to wrap your mind around to grow your money! #financialplanning #retirementplanning

While Canadian housing prices are up 90% since 2005, a 21.5% drop in next 6 months could be in the cards. Implications for financial planning pertaining to home purchases/rents, as well as the companies in your portfolio. #financialplanning Mommies4Mommies #moneymanagement #retirementplanning