It's Only Money

Bailey's Tax Services
56 Eringate Drive

CFP services provided through Girgis Wealth Solutions. Mutual funds provided through Carte Wealth Management Inc. I am a CFP and these are my personal opinions.

People do not care about what I do. They care about why I do it and how it will help them. I am a Certified Financial Planner with Safebridge Financial. Who am I? I am your financial coach. I help by filtering out the noise and distractions so you make the right decisions. In life, we are bombarded with so many different choices and options. Making the right financial decisions can be difficult an

d at times complicated. I listen first, because it’s about you, your life and your relationships. I will collaborate with professionals to customize and implement tax-preferred estate and financial planning strategies for you, your family or your company. I will work with you to ensure that your personal, corporate and philanthropic legacy strategies are successful. Why choose me as your Financial Planner? I am a relationship builder. I believe in what I do and I enjoy doing it. I offer you the experience of over 30 professional years. I always bring four special tools; integrity, focus, commitment and adaptability. I will keep you focused on your goals. I will remain committed to your financial success. I will always be aware of your changing needs and ensure that your plan adapts to those needs. I will never tell you what’s “politically correct” but rather I will be honest with you and always tell you the truth. This material is intended for education and training purposes only and is not intended to be, nor should it be construed as, an offer or solicitation for the purchase or sales of any specific securities or financial service. These are hypothetical scenarios are for illustration purposes only and does not present an actual investment for any specific product or service. Actual results may vary substantially from the figures in the example. All rates of return are hypothetical and are not a guarantee of future performance of any asset, including insurance or other financial products. Higher rates of return have been associated with higher volatility. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters. Mutual Funds provided through Carte Wealth Management Inc. Life/Health Insurance and Segregated Funds provided through Qualified Financial Services Inc. Owner/Director - Magid Girgis Financial Services Inc. Member of the Canadian Association of Gift Planners

03/12/2026

I swear I didn’t eat all this food by myself

03/10/2026

Have you experienced feelings of regret related to your finances? If so, you’re not alone.

FP Canada’s ninth Financial Stress Index reveals that many Canadians experience financial regret—and it doesn’t look the same for everyone. For some, the challenge is saving for big purchases; for others, it’s about managing everyday expenses.

As a CERTIFIED FINANCIAL PLANNER professional, I’ve seen how reflecting on past decisions can help Canadians start making progress toward the financial well-being they deserve.

In this article, you’ll learn practical tips for turning financial regret into positive action and improving your financial future. Check it out here: https://www.financialplanningforcanadians.ca/insights-detail/grappling-with-financial-regret--here-s-how-to-overcome-it

Is it the fear of risk? Fear of other people’s opinions? Fear that you don’t know what you’re doing? Fear of failure? Whatever it is- get to the bottom of it. Solve your fear and get your money working for you. #cfp

01/31/2026

Why do you have fear? Is it a lack of understanding, failure, commitment, what people will think? Whatever it is, figure it out and get your money working for you.

Is it the fear of risk? Fear of other people’s opinions? Fear that you don’t know what you’re doing? Fear of failure? Whatever it is- get to the bottom of it. Solve your fear and get your money working for you. #cfp

What do you lack more of? It’s a battle of the generations on this weeks episode. Tune into It’s Only Money! on Spotify. Link in bio 🥶

01/28/2026

Check out my latest Instagram post. Discipline or Foresight. Battle of the Generations. Listen to my latest podcast on Spotify - It’s Only Money

What do you lack more of? It’s a battle of the generations on this weeks episode. Tune into It’s Only Money! on Spotify. Link in bio 🥶

First full week of the year is already over. Don’t let the other 51 fly by. You’re in control. Start steering 👊🏼

01/09/2026

There’s good news and bad news…

First full week of the year is already over. Don’t let the other 51 fly by. You’re in control. Start steering 👊🏼

12/27/2025

What an honour to be selected for this award. Thank you to all my colleagues! .

Congratulations Magid on winning the 2025 SafeBridge Together Award.

This award recognizes an individual who truly embodies our core values. At SafeBridge, we believe that our corporate culture and the way we support each other is a driving force in our success. Magid exemplifies this every day—collaborating, mentoring, and uplifting those around him, and helping to foster a culture where teamwork and shared success are at the heart of everything we do.

Join us in celebrating Magid for this well-deserved recognition — we’re proud to have you as part of the SafeBridge family!