Denise Edwards, CFP, CLU, RRC

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An Annual Financial Checkup is Critical — Financial Planning for Canadians Just as your doctor can help you devise a plan to improve your health, a professional financial planner can help you tackle money issues and set you on a path to success.

I absolutely believe and work in this mindset. My career, the clients I work with and their success, pulls me to do more, learn more and and help as many people as I can. Happy Friday!!

This is a great commercial unveiling the truth about fee's. If the investment returns and the financial guidance are exactly the same, then the fee structure is an important factor. The issue, however is that fee's only tell a small part of the story.

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Wealth Management Essentials (WME®) was issued by Canadian Securities Institute to Denise Edwards. This digital credential indicates that the individual has completed the Wealth Management Essentials (WME®) course. Completing this course means that they have a strong understanding of the fundamentals of financial planning, investment and wealth management. They also possess the ability to monito...

As a Certified Financial Planner, I understand the importance of planning not only for your goals and emergencies throughout your lifetime, but also properly ensuring your end-of-life wishes are addressed. The open and thorough conversations with Mallory and the Viive team makes the difficult and necessary decisions easier to understand and will leave you feeling far more prepared for the inevitable. Dealing with financial affairs while also handling the grief of a lost loved one is extremely difficult. A detailed plan will help.

Happy . We're excited to introduce this week's Trusted Partner - Meet Denise Edwards.

Denise Edwards, CFP, CLU, RRC has extensive training and years of experience in estate planning, financial planning and has a wonderful holistic view on money and a life lived.

Denise holds the designations of CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter). It is very important to always work with a CFP as it indicates that they are monitored and controlled by a regulatory body. The added bonus of working with the CFP who has a CLU designation is that they have been given specific training in retirement and estate planning in terms of investments and insurance planning. Denise is well-versed in those options and can provide you with information to make a very educated choice for your family and future.

Fun Facts about Denise:

Denise loves to cook and also to experience culinary artistry and fine wines with her family & friends.

When not working hard for her clients, she can often be found camping and hiking.

To learn more about the work that Denise does, contact Viive for more details. We would love to introduce you to her!

🔗: viiveplanning.ca/trusted-partners

'Markets will rebound and life will return to normal' CEO understands fragile sentiment as markets collapse but urges investors to re-affirm their long-term objectives

I am so happy to have attended this incredible event last night. To hear the stories of the little warriors who are conquering various and serious illnesses, and the incredible doctors and medical staff who are not only helping to heal these young people, but making them and their families feel as at home as physically possible in a hospital; my heart could not feel more full. Thank you Sick Kids Hospital for all that you do!!