Jacqueline Rizza - Financial Security Advisor & Investment Representative

Hello!
Elevated Financial Wealth is currently on summer hours.

This change affects a longer call back / response time. Currently two business days - increased from one business day on normal operating hours.

Normal hours will resume September 7th, 2026

Life is short, enjoy your summer!

https://www.advisor.ca/economy/policy/canada-is-getting-a-sovereign-wealth-fund-heres-how-it-might-work/

Canada is getting a sovereign wealth fund. Here's how it might work | Advisor.ca Fund has a mandate to invest in domestic projects

2026 - yet another milestone.
Now licensed in Manitoba for mutual funds! Province #4 and counting.

No bank fees? Heck yes!
With open banking finally coming to Canada, there is now a comparison tool you can use to search up different low/no cost chequeing or savings accounts!

Give it a try, it takes 2 minutes. Select your options and search! Let me know what comes up for you.

Account Comparison Tool Compare features for different accounts, including interest rates, monthly fees and transactions. Find an account that best suits your needs.

Now is the perfect time to top up your TFSAs. The markets are slightly down comparably and you can capitalize before the end of the year.
Talk to your favourite advisor to show you what’s available to invest in for your goals!

Nice lunch today for Foresters Financial @ Spencer’s on the waterfront.
They are raising the par dividend scale to 6.25% and have a long term horizon for the future. Amazing room to be a part of today. Thank you to the Foresters / CPP team for the invite.

Mackenzie Due Diligence last week.
Beautiful venue, amazing content, spot on conference coffee 😂.
The future is exciting!

CRM3 is coming!
You’ve heard the discussion on fees in our meetings… it’s coming and it’ll be a hot topic.

When it comes and society is losing their minds guess what? You’re going to say “my advisor has talked about fees for years, you should talk to her. She explains it in a transparent, clear, easy to understand way and I know exactly how much I’ve been paying to invest”.

https://www.advisor.ca/industry-news/industry/here-comes-the-f-word/

Total cost reporting enters its data-gathering phase in January — get ready to talk about fees.

Three months out from the launch of total cost reporting (TCR), Canadian dealers appear ready to begin collecting the data needed for fuller disclosure of investment fund ownership costs. It’ll be another year before clients receive their first TCR-compliant reports, in early 2027.
… see article for more!

Here comes the F-word | Advisor.ca Total cost reporting enters its data-gathering phase in January — get ready to talk about fees