Valcore Planning Solutions

Valcore Planning Solutions

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Valcore Planning Solutions is a full service financial planning office.

Craving something sweet? 11/11/2022

Craving something sweet? Jen definitely is! Before the baby pops, we figured that we needed an excuse to try another recipe from the Solutions magazine. Give this recipe a try and let us know how you did!

Craving something sweet? Jen definitely is! Before the baby pops, we figured that we needed an excuse to try another recipe from the Solutions magazine. Give this recipe a try and let us know how you did!

10/11/2022

Seems like negative headlines are all we see in the news these days- most having some kind of effect on markets and consumer sentiment. Love this video by Manulife's Co-Chief Investment Strategist Macan Nia, who explains that being invested in the stock market is never smooth. . In this video he highlights that since 1980, the broad U.S. market as measured by the S&P 500, has been positive 80% of the time. The other 20% always seems horrible in the moment, however, investors have typically been rewarded by sticking out the tough times and having a long term plan.
https://lnkd.in/gQ2D2rkC

Breast Cancer Awareness Month 10/03/2022

We are spreading the word on Breast Cancer Awareness month. Having personally had over 20 years of experience observing the devastating impacts of this sickness, this hits home…

Breast Cancer Awareness Month We are spreading the word on Breast Cancer Awareness month. Having personally had over 20 years of experience observing the devastating impacts of this sickness, this hits home…

Make Your Money Work Harder! 09/30/2022

We’re excited to let you know about the Manulife Bank Advantage Account – currently offering a special 3.75% interest rate! It combines the best features of a savings and chequing account to make your money work harder.

Make Your Money Work Harder! We’re excited to let you know about the Manulife Bank Advantage Account – currently offering a special 3.75% interest rate! It combines the best features of a savings and chequing account to make your money work harder.

RESP Withdrawals — Strategies and Tax 09/21/2022

Finished saving for your child's education and now it's time for them to head off to post-secondary school - now what?

Ever thought of what the most tax efficient strategy was, to draw the funds from the RESP? Take a look at the attached article for some details!

- Sylvia Giannetti (Financial Advisor | Insurance Advisor)

RESP Withdrawals — Strategies and Tax Finished saving for your child's education? It's now time for them to head off to post-secondary education - now what? Ever thought of what the most tax efficient strategy was, to draw the funds from the RESP? Take a look at the attached article for some details!

Apples Apples Everywhere! 09/20/2022

Apple picking season is in full swing! A few of our staff went a bit overboard this year and are now left wondering what to do with all those apples?!

We've made crumbles, pies, fried apple sides and jars upon jars of applesauce! After all those sweet takes on apple dishes, we're ready to try something a little more savory. This recipe, Maple Braised Apples and Pork, from the Solutions Magazine caught our eye with a tasty combo of maple, apples and sage.

We hope you enjoy giving this one a try!

Apples Apples Everywhere! Apple picking season is in full swing! A few of our staff went a bit overboard this year and are now left wondering what to do with all those apples?! We've made crumbles, pies, fried apple sides and jars upon jars of applesauce! After all those sweet takes on apple dishes, we're ready to try someth...

'Patience is a Virtue' 09/14/2022

It was my Mom’s favourite phrase. The more she said it, the more I hated it. Back then I didn’t understand the value of the advice she was giving to me and that one day it would become an invaluable piece of wisdom to help guide my decisions.

'Patience is a Virtue' It was my Mom’s favourite phrase. The more she said it, the more I hated it. Back then I didn’t understand the value of the advice she was giving to me and that one day it would become an invaluable piece of wisdom to help guide my decisions.

Making Sense of Life Insurance 09/07/2022

What would the financial impact be to your loved ones, if you were no longer living?

Life insurance can help your family carry on without the added strain of any financial worries. This doesn’t have to be complicated! Start the conversation – you might be surprised at how easy the process can be. As always, our Team is here to help. Please reach out with any questions you may have.

Making Sense of Life Insurance What would be the financial impact to your loved ones, if you were no longer living? Life insurance can help your family carry on without the added strain of any financial worries. This doesn’t have to be complicated! Start the conversation – you might be surprised at how easy the process can be...

Current Issue - Fall 2022 08/25/2022

Just like reading and writing, financial literacy is an important life skill! Solutions magazine is a personal finance, wellness publication, and is a wonderful resource. This 20th anniversary edition includes articles and videos on topics such as:
• Partnering up and settling down - Creating a financial foundation for a well-lived life together
• Refresh your estate plan to include digital assets
• Proactive life insurance puts the power of choice in your hands
We’d love to chat with you about any of these topics. We hope you find this edition of Solutions magazine informative and inspiring!

Current Issue - Fall 2022 August 5, 2022 A few tips for keeping small business predators at bay Navigating the minefield of fraud, scams and cybercrime.

First Job, First Paycheque, What's Next? 08/22/2022

Has your teen recently started to work? Is that paycheque instantly disappearing on food, fun, and friends?

Here are some quick tips on how to guide your teen into managing their new financial freedom and establishing financially healthy habits.

For more information on different savings accounts, feel free to contact us here at Valcore Planning Solutions!

First Job, First Paycheque, What's Next? Has your teen recently started to work? Is that paycheque instantly disappearing on food, fun, and friends? Here are some quick tips on how to guide your teen into managing their new financial freedom and establishing financially healthy habits. For more information on different savings accounts, fe...

The Government Covered 20% of My Vacation 08/12/2022

My Dad asked us how much he owed us for the vacation rental. Nothing, we replied. The government was already going to be covering 20% of the trip! Not lost on him, the very next question was how we got the government to cover 20% of our trip. Easy, I replied, we didn’t have to ask at all, they just offered.

Wade Bedard - Associate Portfolio Manager and Life Insurance Advisor at Valcore Planning Solutions

The Government Covered 20% of My Vacation My Dad asked us how much he owed us for the vacation rental. Nothing, we replied. The government was already going to be covering 20% of the trip! Not lost on him, the very next question was how we got the government to cover 20% of our trip. Easy, I replied, we didn’t have to ask at all, they jus...

Healthy COLD Summer Treat?! Yes Please! 07/19/2022

Looking for a delicious and nutritious treat to share on these hot summer days? We have the perfect Coconut Fudge Pop recipe for you.
Give the recipe a try and let us know how you did. We promise to share the results from our staff and perhaps their children too!

Healthy COLD Summer Treat?! Yes Please! Looking for a nutritious and delicious treat to share on these hot summer days? We have the perfect Coconut Fudge Pop recipe for you. Give the recipe a try and let us know how you did. We promise to share the results from our staff and perhaps their children too!

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Location

Address


1041 Gladstone Avenue
Ottawa, ON
K1Y3G3

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm