03/24/2024
Is your advisor a CFP professional?
CFP Board Public Awareness Campaign - It's Gotta Be a CFP (Surgery, :30 second spot)
Asking the right question can greatly impact your future – especially when it comes to your finances.Is your financial advisor a CFP® professional? CERTIFIE...
04/06/2023
Wishing all families a joyous Easter! As we profoundly cherish the bonds that family brings, we hope this special occasion strengthens your connection and fills your hearts with warmth. May you create unforgettable moments, share laughter, and celebrate the spirit of togetherness this Easter. Happy Easter to you and your loved ones!
MDL Financial Group souhaite à toutes les familles de joyeuses Pâques ! Alors que nous chérissons profondément les liens que la famille apporte, nous espérons que cette occasion spéciale renforcera vos liens et remplira vos cœurs de tendresse et de joie. Puissiez-vous créer des moments inoubliables, partager des rires et célébrer l'esprit d'unité à Pâques. Joyeuses Pâques à vous et à vos proches !
&Célébration 'Unité "
02/07/2023
I hear it all the time...
I can't save for retirement, there's nothing left at the end of the month.
I can't afford to buy a house.
I can't afford to buy life insurance.
I can't.
I can't.
I can't.
Sure cost of living is up and salaries aren't quite keeping up. But the recipe has not changed.
Wealth = patience, frugality and discipline.
"If you fail to plan, you plan to fail" Winston Churchill
10/06/2022
I’m not sure about you but I want to setup my kid for success.
Generational wealth starts with you!
Ask me how I can help.
06/22/2022
Is Estate Freeze Right for Your Business?
Gabriel Lalonde June 22nd, 2022 Is Estate Freeze Right for Your Business? The concept of estate freezes is
06/15/2022
Harnessing the Power of Compound Interest for Easy Retirement
Joel Lapierre June 15th, 2022 Harnessing the Power of Compound Interest for Easy Retirement The best way to reward yourself for those several years of hard
06/08/2022
Beneficiary designation is so important and it could leave you with a VERY costly mistake. When was the last time you had insurance/investment audit?
With the amount of experience we have on our team, 9 out 10 times we will find holes in your plan.
Reach out to book your audit. :)
Beneficiary Designations – Ensuring Your Money Ends Up at the Right Place
Joel Lapierre February 09th, 2022 Beneficiary Designations – Ensuring Your Money Ends Up at the Right Place The incentive for hard work varies for all of
05/25/2022
Critical Illness Insurance – The Financial Protection You Didn’t Know You Need
Gabriel Lalonde May 25th, 2022 Critical Illness Insurance – The Financial Protection You Didn’t Know You Need Everyone hopes and wants to stay healthy – after
04/27/2022
Managing Love and Money
Joel Lapierre January 12th, 2022 Managing Love and Money Money can be a recipe for a beautiful and blissful love or absolute hell
04/20/2022
One Insurance for Your Lifetime
Gabriel Lalonde April 20th, 2022 One Insurance for Your Lifetime There are many types of life insurance. Perhaps
03/23/2022
This is big news for the consumer.
Right now, anyone can call themselves a financial advisor or financial planner.
Ontario is passing a law to regulate the titles.
Financial Planner and Financial Advisor title protection moving forward in Ontario, Minister of Finance approves Rule • Advocis
Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial Planner and Financial Advisor title use TORONTO, ON – March 23, 2022 […]
03/22/2022
RULES FOR SONS:
1. Never shake a man’s hand sitting down.
2. Don’t enter a pool by the stairs.
3. The man at the BBQ Grill is the closest thing to a king.
4. In a negotiation, never make the first offer.
5. Request the late check-out.
6. When entrusted with a secret, keep it.
7. Hold your heroes to a higher standard.
8. Return a borrowed car with a full tank of gas.
9. Play with passion or not at all…
10. When shaking hands, grip firmly and look them in the eye.
11. Don’t let a wishbone grow where a backbone should be.
12. If you need music on the beach, you’re missing the point.
13. Carry two handkerchiefs. The one in your back pocket is for you. The one in your breast pocket is for her.
14. You marry the girl, you marry her family.
15. Be like a duck. Remain calm on the surface and paddle like crazy underneath.
16. Experience the serenity of traveling alone.
17. Never be afraid to ask out the best looking girl in the room.
18. Never turn down a breath mint.
19. A sport coat is worth 1000 words.
20. Try writing your own eulogy. Never stop revising.
21. Thank a veteran. Then make it up to him.
22. Eat lunch with the new kid.
23. After writing an angry email, read it carefully. Then delete it.
24. Ask your mom to play. She won’t let you win.
25. Manners maketh the man.
26. Give credit. Take the blame.
27. Stand up to Bullies. Protect those bullied.
28. Write down your dreams.
29. Always protect your siblings (and teammates).
30. Be confident and humble at the same time.
31. Call and visit your parents often. They miss you.
32. The healthiest relationships are those where you’re a team; where you respect, protect, and stand up for each other.