Lists

Covid-19 Financial Lessons

Watch the Lifestyle Creep: 6 Financial Lessons Learned From COVID-19

In a summary from an article from The Globe and Mail we take a look at some very important financial lessons learned during COVID-19.  The rapid economic changes caused by the virus have taught us critical financial and business lessons.  Here they are in no particular order. 1. RISK IN OUR INVESTMENT PORTFOLIOS The massive …

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Combining Deposits and Borrowing

Combining Deposits And Borrowing with Manulife The traditional approach to money management means that each month millions of Canadians jump through financial hoops to meet their expenses, pay their bills, cover borrowing costs and (try to) put something away into savings and investments. What if your deposits and your borrowing were combined into a single …

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What Is An Insurance Broker?

https://youtu.be/4sKzdV2ltp0 An Insurance Broker does not work for one specific insurance company, they work for you, the client. They can also act as your advocate in the settlement of any claim that may be made by you under your insurance. In the majority of cases, an insurance broker acts on your behalf as your agent. …

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Thank You 2018

https://youtu.be/0GylK8l0Rbc Have A Safe & Happy Holiday Season! We are extremely grateful for all the relationships we developed and enhanced in 2018 and are thankful for your continued trust. We wish you and your family a wonderful holiday season and look forward to serving you in 2019. Contact Us Jay Newton BA, CLU, CHS, EPCWealth …

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5 Tips To Get You In The Driver’s Seat Of Your Financial Sleigh For The Holidays

5 Tips To Get You In The Driver’s Seat Of Your Financial Sleigh For The Holidays It’s November, the start of the biggest spending season of the year. It’s no coincidence that it is also Financial Literacy Month. The average Canadian will spend $1810 on holiday related expenses, which is up 12% from 2017. This …

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