at 20 Corporate Park Drive, Suite 200, Saint Catharines, L2S 3W2 Canada
Helping My Clients Live Life on Their Terms! And, removing some stressors along the way. Bottomline, Improving their Quality of Life. Sounds of Interest to You...
During my life, I’ve had the opportunity of working in various careers of which 8 years were involved in banking and wealth management. Together my experiences give me a very unique perspective into working with individuals, families and business professionals and owners. My experiences uncovered that many people lack time, confidence and up-to-date knowledge when dealing with their finances or starting a sound financial program. And, often realize this fact later in life. I learned this lesson very well - Comprised within the word LIFE is “IF”: If only I did that.. If I had only started sooner.. Get the picture It’s vitally important you address the unpredictable and uncontrollable events of life, so you’re better prepared to weather the storms that might come along the way! We live in unique times • Financial turmoil and instability • Domestic and international debt • High or under unemployment • Global warming The effects of Not Knowing • What we don’t know we just don’t know • Not knowing can blindside us effecting our well-being • It can affect our health, impact our family and our financial situation Given our busy lives today, when we switch gears, multi-task or get an uncontrollable event or situation thrust upon us; we temporally lose focus; it impairs our judgments; affects our decision process and under extremely stressful situations we suffer the inability to make a decision at all. Should you feel my approach serves Your Best Interest or just interested getting a Fresh Perspective on whether you’re on track to achieving Your Dreams; I'd welcome an opportunity talking further in seeing if I may be a Valuable Resource for You as well....
6 FB users likes Samuel Jonas, Financial Security Advisor for Freedoom 55 Financial, set it to 29 position in Likes Rating for Saint Catharines, Ontario in Bank/financial services category
To all of the families affected by the Boston Tragedy... You have our thoughts and prayers going out to you!
Any topics of Interest & Value from a financial prespective which my group of friends would find benefical or like more info? Let me know.
What do you feel is your Most Important Asset? And Why..?
A Vital thing I learned from dealing with many busy people throughout my many years in the financial industry and here's some food-for-thought: Staying the same course..? The world has changed, if you stay the same course you could be jeopardizing your future and your well-being... If you don't have the answer; then maybe you could be ready for a Fresh Perspective! Looking for an answer? Call me today for complimentary & confidential stress test of your current financial picture at 905-682-2651 ext 307 or E-mail firstname.lastname@example.org
God bless Peter Kormos former MPP Welland and may he rest in peace. He was a fine gentleman & will be missed by many people who knew him!
Happy Easter to all my FB friends celebrating the holiday this week! Sam Jonas
FYI - FB friends many of you probably have children in post-secondary education. More often than not, those students have little or no income. If they’ve neglected filing their income tax and benefit return, they could be missing out on several credits, deductions, and benefits. Here’s a list from the Canada Revenue Agency. Public transport: Students might be able to claim the cost of transit passes as a non- refundable tax credit. Moving expenses: If a student moved for work purposes, including summer employment, they may be able to claim a deduction for moving expenses. Students may also be able to claim moving expenses if they move to take courses as a full-time student at the post-secondary level. Looking for more ways to save! Send me a e-mail email@example.com & I'll forward you complete list!
Fellow FB friends, hoping this information below will Help anyone dealing with estate matters. Did You Know? Effective as of January 1, 2013 changes to the Ontario Estate Administration Tax Act (the “Act”) are being implemented which will elevate the obligations and the commensurate risks for individuals making an Application for either a Certificate of Appointment of Estate Trustee with a Will or a Certificate of Appointment of Estate Trustee without a Will. If you're Not Aware of it's impact; I'd suggest contacting your accountant, lawyer or advisor …? Some food-for-thought: Given our busy lives today, when we switch gears, multi-task or get an uncontrollable event or situation thrust upon us; we temporally lose focus; it impairs our judgments; affects our decision process and under extremely stressful situations we suffer the inability to make a decision at all. Should you require some sensible feedback; I'd be glad in exploring seeing if I can be a Valuable Resource for You!
Do you know what causes stressors in your life these days...? You'll be surprised from what sources they come at us on daily basis...
Hi fellow colleagues - just wanted to Update you on my Info Forum Feb 28th. Those who attended it found it Helpful and Beneficial.. plus they Enjoyed the Fine Goodies as well. * Did you know that a GIC earning 3.8% today after tax* will earn a Zero percent growth factor.. * Did you know that choosing the wrong insurance policy can impact you in your retirement.. * Did you know certain investments can give you a better After Tax Return on your Hard Earned Money... Sorry we missed you! Maybe next time!
In the current economic climate, moonlighting is making a comeback! What are your favourite ways to earn extra cash?
What do you feel is your most important asset? And Why?
What do you feel is Your Most Important Asset?
Find out how you can work with your financial security advisor to create a customized retirement income plan to suit your needs using HelloLife.
From borrowing money for a down payment to furthering your education, do more with an RRSP.
December 2, 2018
February 19, 2019