Providing comprehensive, personalized strategies covering investments, tax planning, retirement, estate planning, and risk management.
03/12/2023
Save hundreds with iA mortgage insurance and get coverage that fits your needs.
To know more:
Mortgage insurance | iA Financial Group Find out about our two mortgage insurance coverage and how to cover your mortgage and other financial commitments at death.
03/10/2023
Someone who retires at 55 years old could be retired for as long as the duration of his working life.
Hence the importance of being well prepared. I am here to listen and I will help you plan your retirement.
https://ia.ca/savings-plans-retirement
Saving is the key to beating inflation.
Plus, contributing to your RRSP lowers your taxes. Think about it 😉
https://ia.ca/savings-plans-retirement
03/09/2023
Give your child the invaluable gift of critical illness insurance coverage. If your child had an illness, this insurance would allow you to:
- Remain at their side
- Cover additional expenses associated with the illness
- Pay for home support and much more
Questions? Contact me f
03/09/2023
Every new year, your grandfather says "I wish you everything you desire." 🤩
Well, this year, it's time to listen to him. Open a TFSA to help you realize your projects!
Contact me!
Tax-Free Savings Account (TFSA) | iA Financial Group A TFSA allows you to put money aside on a tax-free basis for a project to be used whenever you wish. Discover the advantages of a TFSA!
03/09/2023
What is the approximate optimal amount of savings to accumulate for your retirement? 🤔 Each situation is unique! Contact me to get well prepared!
https://ia.ca/economic-publications/posts/2022/september/preparing-for-retirement-questions-to-ask-your-advisor
03/06/2023
Want financial stability, better returns and security in the face of volatility? Choose guaranteed interest funds (GIFs) or high interest savings accounts (HISAs).
Two options that will give you peace of mind in this time of instability. Contact me to discover the benefits!
https://ia.ca/advice-zone/finances/better-returns-gifs-hisas
03/06/2023
Are you looking for ideas of what to do with your tax refund? Here are a few:
• Contribute to your TFSA
• Contribute to your RRSP
• Contribute to an RESP for your children or your grandchildren
And why not keep a little to treat yourself and support local businesses? Share your ideas in the comments section!
Contact me for any questions!
03/02/2023
Are you looking for a solution that will meet your insurance needs while boosting your savings?
iA participating life insurance may be an excellent solution for you. This product may allow you to:
• Accelerate the growth of your investments
• Limit your taxes
• Have access to more cash
• Increase the value of your estate
• And much more!
Contact me to enhance your assets even further!
https://ia.ca/ia-participating
02/27/2023
As you approach retirement, it’s time to prepare an investment withdrawal plan. I am available to advise you in this stage of your life. Contact me today!
in you
https://my-retirement.ia.ca/ready
02/25/2023
Do you have enough savings to maintain your standard of living when you retire? Are you prepared for the impact of inflation and market downturns? 🤔
Let’s talk about it!
https://my-retirement.ia.ca/retirement-basics
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