If you're like most people, at some point in your life you've struggled with your finances. It may have been a short struggle, or a long one, but we've all struggled. And along the way you've probably found out that the key to end struggle is by taking control. That's why we've built a company that helps our clients take control of their finances, their future, their dreams and their retirement.
We're a family-owned business so we understand family, and we understand business. We know how exciting it can be to achieve your goals, or what a relief it can be to know that you've protected the things that matter most in your life. Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society.
We're a family-owned business so we understand family, and we understand business. We know how exciting it can be to achieve your goals, or what a relief it can be to know that you've protected the things that matter most in your life. Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society.
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One thing that is immediately apparent about Mary is that if she sets a goal for herself, her company or her clients, she is determined to accomplish it. When asked "what's the best part of leading a financial services company?" her answer is clear: providing positive opportunities for everyone. Whether it is her clients, her team, or her suppliers, she wants to see everyone win.
No matter where you are in life, I can help you find the products and services that are right for you. Whether you're buying a home, saving for a special purchase, investing for a comfortable retirement or insuring what's most important to you, I can help you plan for it. What will happen when you die?
Life insurance can give you the confidence to know you're taking care of your final expenses or are leaving a legacy behind. It may even help protect the lifestyle of those you love. Life insurance is important if there are people who depend on you financially. You can use it tohelpprotect the people that you love and, in some cases, grow your wealth.
Registered retirement savings plans (RRSPs) are still one of the most popular ways to save for your retirement. Contributions are tax deductible and taxes are deferred until you withdraw your money. With a tax-free savings account (TFSA), you don't pay tax on any money earned or withdrawn. You can contribute to a TFSA at any time, and your unused contribution room is carried forward each year.
Segregated funds invest in a variety of stocks and bonds. They're different than mutual funds. They offer unique protection features that are only available through insurance companies. They're a great way to save for your retirement and investment goals. Mutual funds allow you to invest in a portfolio of assets that are managed by professionals.
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Bernice Stefanuik
Aug 24, 2018
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