I'm an experienced Financial & Investment planning professional. CFP
I provide Insurance products, including segregated fund policies, are offered through Lazar Wealth Succession Strategies Inc., and mutual funds and referral arrangements through Quadrus Investment Services Ltd.
Retirement can be anything you want it to be. I can help you plan financially so you’ll have what you need to reinvent yourself in retirement. Click in the link for more info and reach out so I can help you plan for it! ow.ly/pk5n1043LvJ EN
09/27/2022
Programs encourage candid conversations about issues relevant to women advisors such as managing work/life balance, family commitments, and day-to-day practice management
Wealth management firms work toward creating mentorships for women advisors Programs encourage candid conversations about issues relevant to women advisors such as managing work/life balance, family commitments, and day-to-day practice management
09/26/2022
Economists say the flood of retirements will likely continue, causing a major drain on the labour force.
New data shows 50% jump in retirements — a trend that’s making the labour shortage even worse Economists say the flood of retirements will likely continue, causing a major drain on the labour force.
Did you know that Group Benefits plans are available for companies as small as two people❓
Let’s talk about creating a group benefits plan that works for your business: ow.ly/SrYk1041QPw
09/24/2022
A new study has found that the pandemic provided Canadians the opportunity to rethink their financial goals, with many moving, switching careers and planning to travel. The study,
Canadians are rethinking their financial goals post-pandemic: poll TORONTO – A new study has found that the pandemic provided Canadians the opportunity to rethink their financial goals, with many moving, switching careers and planning to travel. The study, con...
09/23/2022
Latest CLHIA figures show 17% annual increase over 2020, 75% rise in mental health claims vs. 2019
Canadian life and health insurance benefit payouts hit a record in 2021 Latest CLHIA figures show 17% annual increase over 2020, 75% rise in mental health claims vs. 2019
09/22/2022
Having a well-diversified portfolio means owning a wide variety of assets with the goal to reduce your overall portfolio risk. Having stocks in just a handful of companies would leave you open to the potential for substantial losses.
Canadians need to diversify their investments more - It's Your Money Having a well-diversified portfolio means owning a wide variety of assets with the goal to reduce your overall portfolio risk. Having stocks in just a handful of companies would leave you open to the potential for substantial losses.