at 720-4720 Kingsway, Burnaby, V5H 4N2 Canada
As an advisor with Sun Life Financial, I work with you to find solutions to help you build, grow and protect your wealth.
We are each unique in our goals, our budgets and our needs. I can work with you to develop a financial plan to help you identify where you are now, where you want to be and help show you how to get there. *Note: I am a Sun Life Financial advisor. These are my personal opinions and they do not reflect the official positions of Sun Life Financial. Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.) Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc. http://cdn.sunlife.com/static/canada/digital_media/Clear_Connections/IND_ClearConnections_EN_E.pdf
49 FB users likes Renee Brickner - Sun Life Financial Advisor, set it to 40 position in Likes Rating for Burnaby, British Columbia in Professional services category
Financial security rarely comes before you have a financial plan. Working with an advisor to identify your financial goals is the first step. Often this step can be achieved with very little time and effort. Best of all, achieving this step is FREE. I'll even buy the coffee. Call me at 604-441-2876 to set up a time that works for you!
Your financial priorities will change throughout the years. Here are 3 big money to-dos for your 20s, 30s, 40s and 50s. http://onforb.es/1oLS2VH
July 2 - This means there are only 6 months left in the year to get your 2014 financial plan underway. Are RRSP's the best fit for your financial plan? Or would you be better off opening a TFSA account? I can help you identify what steps are the most suited for your financial plan to help maximize your retirement income.
Are you interested in seeing what benefits an Advisor can provide as far as saving time and money? Let me show you what I can do, and coffee's on me. Call me at 604-441-2876.
What are your tips to saving money without impacting life's little enjoyments (ie: no one wants to give up that cup of coffee a day)? Do you cook in bulk and freeze meals (saving money and time?). Are you a bargain shopper? Coupon clipper? I'll be sure to share tips on saving money so that you can continue to enjoy what you love while finding ways to help you save.
Have you given thought to where you want to be financially in 5, 15 or 25 years? We all have financial goals and for each of us those goals, time frames and available resources, differ. The first step is a plan. I can help you build that plan. All it takes is a first step and a coffee. The first step is up to you, the coffee is on me. Call me at 604-441-2876.
Thousands of Canadians would not have enough funds to survive a one week pay loss. Let’s talk about some ways you can help protect yourself. http://bit.ly/1rZz5VL
I'm currently traveling through the Yukon this weekend/week. Always a treat to visit/work in this beautiful part of our country.
Came across a great quote today that applies to working with an Advisor for financial decisions and planning. "The time to have a map is before you enter the woods" ~ Author Unknown.
The winner of our recent giveaway for a $25 dollar gift certificate of their choice is Melanie C. Thanks everyone.
Psst, while those other guys are taking the weekend off, I'll be available to meet your RRSP needs. Get a jump before the Monday rush without having to take time off work.
One of Google's most searched phrases when it comes to TFSA's is "TFSA Interest Rates". This highlights a basic misunderstanding of how TFSA's work. Most people "don't ask" because they don't actually know that they have been misinformed as to how TFSA's work. We can't know everything which is where I come in. Yes its RRSP season but it may just be that TFSA's are the correct vehicle for you today. A simple 5 minute conversation may be all you need to know your next step.
Transparency with your investments should be a priority. So should an ongoing review of those investments simply because your goals change. Many people choose a "set it and forget it" strategy thinking their bank or advisor will contact them when things need to be adjusted but the reality is that as long as your not complaining, many times neither is your financial institution. Work with an Advisor who WANTS to be an active part of your financial plan. It shouldn't cost you more and often times it may even save you money.
"What is important to you?" If you have never heard these words from your Advisor than you're working with the wrong Advisor. Just because you meet with an Advisor doesn't mean you are stuck with them. I always encourage people to interview their advisor and make sure its a good fit. A good Financial Plan, or even just protection that works for your family, can take time and needs ongoing review to ensure it continues to meet your needs and wants. You will benefit more from a "good fitting" Advisor so don't be afraid to meet with more than one.
Its nearing RRSP contribution time again so you can be sure that this is a focus for many Advisors and people like you. However, have you given thought as to whether RRSP's are for you or not? Surprisingly, many people have no idea how their RRSP's will impact them in the future and they have no plan in place to address them. This is where we come in. Contact an Advisor to determine whether RRSP's are for you.
Given my health scare in early November I thought it would be worth a quick update. I'm doing well and I feel very good, normal even. Even after all the tests and surgeries I feel great and wouldn't even think that my body is being attacked by a deadly disease that if left untreated would kill me. Even this "sick" I could easily think I still had lots of time to put protection in place for my family because of the false perception that my health is still good. As I move forward, one of the comforts I cherish is that my family is protected. Even better is knowing that I have the right coverage in place, proven when I knew I "wouldn't change a thing" after getting sick. Talk to an advisor. It costs nothing to be informed but the value you will gain from that conversation will be priceless.
Wouldn't it be great if we knew when we were going to be affected by a major illness so we could put in place the protection we need for our families ahead of time? For me, that day was yesterday. Please consider speaking with your advisor if you are unsure about your current coverage OR if you have been waiting for "just the right time". Life waits for no one.
As an Advisor who has recently reached another decade in age, financial planning with a retirement focus has become important to me. However, I'm also a mother to two young children and so this planning must be balanced with other financial obligations that are necessary when raising a young family. It can seem overwhelming for those who don't have the time or resources to create a plan which can work with their budget. That's where I come in. It is never too early to start and never too late.