Jason Kreller - Financial Advisor

New partnership with Wealthsimple

Robo-Advisors are here to stay and I'm happy to announce that I am now on the Wealthsimple platform. As of October 2018, there were only 300 advisors on this platform. This is a good article on the benefits of the Robo-Advisor partnership with advisors.

Please contact me to learn more about this platform and what it could do for your portfolio.

Three reasons for advisors to work hand-in-hand with robos Collaboration has benefits - in time, costs and transparency

I just launched my new branding and landing page.

I've been working hard over the past few months cultivating strategic partnerships as I'm continuously looking to enhance my practice and add more offerings to my clients. Many of these are only available through a limited number of advisors across Ontario.

Check it out.

Jason Kreller Financial Services – Estate & Succession Planning With a deeply rooted history in family business and the farming community, I learned at early age the importance of honesty, integrity and hard work. These values drive my passion to help farming families, and small businesses owners, grow their wealth and protect their assets.

Our friends at Better Farming put out this great piece on Tracking Data from Farm Gate to Dinner Plate: Canada’s beef industry strives to show traceability and sustainability throughout the supply chain.
https://buff.ly/2kIoa2J

The agriculture and agri-food industry contributes over $110 billion annually to Canada's gross domestic product (GDP). Show some love for the farmers who make that happen.

According to a recent Financial Post article, Canadians feel they need to save approximately $750,000 for retirement, however only 10% actually have a formal plan on how to get there.

While these savings goals can seem overwhelming, this article provides perspective on what it takes to achieve retirement savings goals.

How to build a million dollar RRSP — it isn’t as hard to get there as you think Getting to a million or beyond before you end your working years is not as hard as it sounds. And there is more than one way to get there

We asked Twitter what folks look for in Financial Planners:
56% said they want results, while 33% said they want simplicity.
We provide this, and more: learn about the Definition Advantage at https://buff.ly/2iCYbMO
What do you look for?

Thank you to all who joined us in Alma last week to discuss the proposed tax changes and how they could impact your day to day business and succession plans.

Thank you Angela Todd and the Bossy Nagy Group for keeping us all informed and for your support.

See you this Thursday in Tillsonburg!