“6 Pillars of Financial Planning" Maximize your net worth, investments, and retirement
Join us on Thursday, September 15, 2022, at 6:30 PM to learn about the 6 pillars of financial planning and why using a management company is a wise decision.
Presented by Vilma Masilione and Sunshine Pawchuk, Financial Planner professionals with IG Wealth Management.
200 Bellerose Drive, St Albert (Main Entrance)
Doors will open at 6:00 and light refreshments will be served.
Click here to RSVP by September 5, 2022, or sooner as seating is limited: https://bit.ly/3R2qUVS
A vacation property—whether it's a cottage in Muskoka or a chalet at Tremblant—is a valuable asset, not just in terms of the real estate, but also as a place that holds years of family memories.
For many Canadians, passing the property to the next generation is a priority, but there are significant tax and non-tax-related considerations associated with keeping that cabin or condo in the family.
Read the full blog to get the details about some important things you will want to consider carefully!
Over a period of years, even a slightly lower life insurance premium can yield major savings. The following are some of the biggest factors that insurers consider when pricing out their policies. Some of these criteria are outside your control, while others are things you can remedy with simple lifestyle choices.
Discover the 7 factors in the blog post here: https://www.shopstalbert.com/investorsgroup/?listing.action=blog
Score an Oiler's home jersey, just in time for the playoffs!
Simply fill out the no-obligation Financial Well-Being Snapshot (link below) before 11:59 PM on April 30, 2022, for a chance to win!
Here's how:
1️⃣ Click this link: https://financialwellbeing.sunshinepawchuk.com 2️⃣ Click the 'Start Now! button 3️⃣ Answer a few questions for each of the 5 categories: (about 5 min total) 1) Optimizing for Retirement 2)Preparing for the Unexpected 3) Sharing Your Wealth 4) Managing Your Cash Flow Efficiently 5) Planning for Major Expenditures 4️⃣ IMPORTANT! Click 'Connect with us', fill out the contact form, and hit 'Send'!
