by Stephanie Hunter | Sep 24, 2021 | Financial Planning, Investments, Retirement Planning
Top 5 Reasons People Don’t Speak to Money Professionals Why are we so tentative when it comes to meeting with a money professional? After meeting with potential clients, I often hear, “Well that was not what I expected!” or “That was painless…actually quite...
by Stephanie Hunter | Jul 12, 2021 | Estate Planning, Financial Planning, Investments, Retirement Planning, Risk Management
“Bubble Wrap” Your Retirement: Ensure you Have the Retirement of Your Dreams You are working hard. You are going through all of life’s stages, one step at a time. Now you are at a place in your life where you need to start thinking about retirement. ...
by Stephanie Hunter | Mar 15, 2021 | Cash Management, Financial Planning, Investments, Retirement Planning
The way I see it, Canadian’s are not taking full advantage of their entitlements to create a comfortable and secure retirement. How are you supposed to have your dream retirement if you don’t plan for it? I am a firm believer that you should have multiple...
by Stephanie Hunter | Apr 23, 2020 | Financial Planning
What you didn’t know about retirement planning—Life insurance can be used as a strategy for retirement savings Did you know that there is a legally blind man in the United States, who has a permit to carry a concealed weapon in five of those states? He was able...
by Stephanie Hunter | Apr 9, 2020 | Financial Planning
How Business Owners Can Keep More Dollars in Their Pocket Like so many self-employed, contract workers and owners of small businesses, the wish I hear about most is getting access to group insurance benefits coverage, at an affordable price. There are 3 ways that I...
