Ashley & Mitch Koch - Financial Services Brokers

Many Canadians living with disabilities aren’t aware of the incredible benefits of the Registered Disability Savings Plan (RDSP), only 35% of people who qualify for the RDSP have one.

The RDSP is designed to help families build long-term financial security for loved ones with disabilities — with government matching up to $90,000, tax-deferred growth, and no impact on most disability benefits.

If you or someone you know qualifies for the Disability Tax Credit (DTC), this program could make a life-changing difference.

Let’s start the conversation about how to make the most of it.

Came across this article today and it shows how the big banks are not working to help their clients achieve their financial goals.
This is why I love our platform and what we do! We always focus on our client, their goals and how we can work in their best interest!
Being a broker we have access to many of the top financial companies to give us power of choice!
Let’s keep working together to help each other towards our futures!

Today we are out at for the .pizza golf tournament!

Set up on hole 14 and we are giving away a cooler backpack with some Vizzy’s!

Going to be a beautiful day!

I’m excited to share that we’ll be hosting a Registered Disability Savings Plan (RDSP) Webinar on Tuesday, September 9th at 7:30 PM MST.

Many families aren’t fully aware of how the RDSP works or how to maximize its benefits. This session will provide clarity and actionable insights.

Our product partner, Empire Life, will be officially launching the RDSP on their platform later in September.

This means that myself and many of our agents will soon have even more opportunities to help families plan and secure their financial futures.

If you know someone who is eligible for, or already receiving, the Disability Tax Credit (DTC), this webinar will be an excellent resource to learn how to better support their loved ones and build long-term financial security.

📩 Message me directly or scan the QR code to register!

5 years ago I made the decision to change careers.

I was so sick and tired of the work environment and time I was putting into my previous career that I needed a change.

Now we run a successful financial brokerage that is making a difference in helping families get into better position for their futures.

There was uncertainty when I started with how everything would go. Like any business, it took hard work and dedication to get to where we are now. We have grown a team that has turned into family and celebrating success. Our team was named MVP for our brokerage and that is because of the work each and everyone is doing to help make a difference!

I came from a trades career where I was working away from my family to make the money I was. Now I am home everyday putting my kids to bed and spending time with my family building a business.

If you are looking for a change, maybe it’s in your career or life. It might be you just want to get a second option on your financial plan for free. We are expanding across Canada and currently licensed in Alberta, BC and Saskatchewan!

Let’s connect, we are making a massive difference in Canada and are excited to meet you!

September is Life Insurance Awareness Month!

Have you asked these questions recently?

It's never too early to protect your loved ones and secure their future.

Contact me today to learn more about how life insurance can provide peace of mind and financial security.

When is the last time you did a review of your investments?

I just sat down with a client and they where thrilled to see the growth they have had since they started working with us.

We have some great options on how to help you save for your retirement and your kids education so they don't end up taking on loans and debt.

Interested in doing a review? Shoot me a message would love to sit down and show some amazing options we have.

Two great events going on tomorrow!!

1st - Mortgage Information and Debt Consolidation
🏠🏠🏠 Buying a house for a lot of people is becoming more and more of a dream. Let’s show you how we can plan and save to get you into your next home!

This event is zoom only at 10am MST

2nd - Disability Tax Credit and RDSP information session!
We will be covering proper steps to apply for the DTC and how to take advantage of government programs with the RDSP to grow your money!

In person and zoom available - 1pm MST

Message me to get registered!

Really excited for our zoom event tonight!

If anyone is interested in checking out our call please let me know!

If you are any of the following this event is for you
-Athlete
-High Performer
-Competitive
-Hard worker
-Growth Orientated
-Open Minded

You should come see what we have going on!

Message me about getting the link to attend.

Are you a current or former athlete who has excelled at a high level in sports? Are you a high performer in your career or life? 🏈🏒🏀

If you answered YES ✔️ to any of these questions, then you don't want to miss this event!

Having played high-level sports and excelled in various fields throughout my life, I have learned valuable lessons about money and finance that I wish I knew earlier, especially during my university sports career and transition into the workforce.

Join us on Thursday, April 25th at 7pm on Zoom to hear from former athletes and successful business owners about utilizing new strategies to build wealth, save time, and take control of your financial future.

Scan the QR code to register or send me a message with any questions.

We look forward to seeing you under the lights!