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Showing posts from November, 2021

Design An Even Better Future - is it Time for An Upgrade?

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How are you holding up during with these crazy swings the pandemic is throwing our way? It's been a bumpy ride - yet there's been a lot of positives and improvements! Is it time for an upgrade? To take advantage of the new opportunities out there? Here's November's issue of Design Your Own Future with a  strong focus on upgrades and getting to the next level. This issue is to help empower you, to find opportunities, to live by design. It's directed towards my clients, and contacts that are consultants, business owners, and leaders that want to do even better! If you find the info useful, forward to a friend and they can subscribe  here Design Your Future Inside this issue... Top 5 Myths the Financial Industry is Trying to Sell You - Myth #4 You Cannot be Serious?– IceCap Global Outlook New provincial support and existing federal support update Business Owner of the Month - John and Ryan MacLellan Investment Tip of the Month - Are you truly diversified? Events - incl

Is it time for an upgrade? Upgrade to the Values Based Approach of Financial Planning

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How are you holding up during with these crazy swings the pandemic is throwing our way?  It's been a bumpy ride, a rollercoaster - yet there's been a lot of positives and improvements! Is it time for an upgrade?  To take advantage of the new opportunities out there? We are getting one day closer to the end of the COVID 19 pandemic, thank heavens.  Things will not go back to what life was back in 2019 - well, not for me and not for my clients...  We've used this time to upgrade our services and I'd be happy to take you through a new exercise we are doing that might be relevant for you.   It has shown a real positive improvement with our client's money mindset, their motivation, and improved methods to design an even better future while enjoying today. Are you serious about making smart choices about your money?  Looking for independent, unbiased and proper financial guidance?  If so, here's what I propose. A 30-45 min Discovery Meeting .    The outcome of this me