Tricia Ladouceur - Brady Wealth Strategies Inc.

nancial advice and strategies to help you use YOUR money as a tool to create freedom now and in the future. We will work together to set your financial objectives and create a holistic financial strategy to help you achieve your goals. My job is to provide you with advice that works for you now and in the future, because financial freedom should leave room for you to live and enjoy what you love. I’ll be here to help you with every step, decision and celebrate the successes. We offer the following:

Financial Strategies
- Portfolio Analysis
- Wealth Check Up
- Retirement Projections
- Estate Planning

Insurance
- Permanent Insurance
- Term Insurance
- Critical Illness
- Disability Insurance
- Individual Health Benefits
- Group Benefits

Investing
- Segregated Funds
- Mutual Funds
- RRSP, RESP, RDSP, TFSA, GIO, LIRA
- Individual Pension Plan
- Pension Transfer

Additional Services
- Mortgages
- Mortgage Renewal
- Travel Insurance

If you or anyone you know could use my expertise or would like to sit down with me to find out more, please contact me or forward my name and business email/number. I work solely on a referral basis and am happy to accommodate in-person or online meetings. If you have any questions at all, please don’t hesitate to reach out.