#FinancialFactFriday #FinancialAdvisor #FinancialAdvice #FinancialEducation #Gold #ToightLikeAToiger

Build an Emergency Fund... Get insurance... Wear a jock/jill... #MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialEducation #FinancialPlanning #EmergencyFund #Insurance

So, as of January 1, 2026...if you were born in 1991 or earlier...and have never had a TFSA before...you can put $109,000 in that bad boy with no over contributions penalties.  You know, incase you happen to find $109,000 in the couch cushions or something... #FinancialFactFriday #FinancialAdvisor

I have come to the sad realization that I am not as good at Super Mario 3 as I once was.

Sometimes in life ya gotta make the hard choice...and then turn the car's radio up as loud as you can! ;) #MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #EmergencyFund

I had a short chat about FHSAs at an event last night which sparked this post. It's a pretty popular account - and for good reason!  If buying your first home is on your radar, one of these should probably be in your plan. #FinancialFactFriday #FinancialAdvisor #FinancialAdvice #RealEstate

THIS IS NOT A POLITICAL MEME!! It's about financial scams.  The videos are AI...he never said that (neither did Chrystia Freeland or Ryan Reynolds)...please don't fall for it. #MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialScam #ItsATrap

I agree with the 89% but I'm also genuinely surprised When looking at those who had life insurance vs. those who didn't - those WITH felt more in control of their finances and more prepared for unexpected life events - makes sense as that IS the point of getting insurance! #FinancialFactFriday

#MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialPlanning #FinancialEducation #FinancialLiteracy #Daredevil #Marvel

Cost was the biggest reason the 65% weren't likely to get it. That said, it can be WAY less expensive than people think. #FinancialFactFriday

Optimus does NOT lie!! #MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialEducation #FinancialLiteracy #FinancialPlanning #OptimusPrime #Transformers #MoreThanMeetsTheEye

That's a good thing btw...this is a good change ;) #FinancialFactFriday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #Budgeting

Thank you SO much (both of you) for placing your trust in me! #FinancialAdvisor #FinancialAdvice #FinancialEducation #GoogleReview

How the hell do you get your money OUT?!! Some more previously enjoyed RESP content. (Originally posted last September) Part 2 in comments... #FinancialAdvisor #FinancialAdvice #FinancialEducation #FinancialLiteracy #RESP

With kids starting back today, I thought I'd reshare some previously enjoyed RESP content! (Originally posted last August) #FinancialAdvisor #FinancialAdvice #FinancialEducation #FinancialPlanning #RESP

The earlier you start, the easier and more likely it is that you'll hit any goal. If you'd like to be part of the 25%, send me a message.  I'll help you get there. #FinancialFactFriday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #RetirementPlanning

I completely forgot that we're coming up to a long weekend until an email from a colleague mentioned it. Good way to start a Wednesday!

It's never too late to start...it's never too early to start. #MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #StarTrek #STNG

That's not the trendline we want to see. If you're not sure where to start, reach out...I can help. #FinancialFactFriday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #EmergencyFund

"Not starting earlier," is always the number one financial regret.  I don't think I've ever seen a survey come back with a different answer. The earlier you start, the better off you'll be.  I've never seen a case where that isn't true. #FinancialFactFriday #FinancialAdvisor

Quick common misconception about RESPs... When you take the money out, it does NOT go directly to the school. It goes to a bank account (yours or your kid's) and from there, y'all can do whatever you want with it.

Insta Q&A: So, you don't like crypto? Short answer: meh... PS...watch all the bots making scam comments because of the crypto tag in this ;) #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #Crypto

Insta Q&A: What type of people do you work with as clients? Short answer: non-jerks. #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning

I mean...but is it though? #MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #EmergencyFund

An hour on a compliance webinar that boiled down to: "You're not allowed to forge client signatures." Frig...good thing I was on this call...I HAD NO IDEA!! 🤦🏻

Insta Q&A: Is playing the lottery a good retirement strategy? Oh, 100% yes...totally 😂😂😂 #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #RetirementPlanning #Lottowinning #WinnerWinnerChickenDinner

Do all debit machines default to request a tip? Today, I was "asked" to tip at a mini-golf course. Threw me off a bit.

Insta Q&A: Can you get life insurance without medical testing? #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #LifeInsurance

Ah yes....working late on a Friday going into a long weekend. Just another perk of being a biz owner! 😂

Top answer was "Dining Out" (38.6%), then "Vacations and Travel" (27.2%), and "Entertainment/Concerts/Events" (14.3%) I'd think "Entertainment/Concerts/Events" would be higher.  I hear concerts can end up costing you a LOT of money...but maybe that's just Coldplay shows #FinancialFactFriday

Insta Q&A: Is mortgage life insurance a scam? #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #LifeInsurance #Mortgages

"I have 1 daughter." "How many baby daddies do you have?" "I have 1 daughter." Over and over again... At what point in the conversation would you stop saying "I have one daughter," and instead go with... "YOU ABSOLUTE POTATO! YOU CAN'T HAVE MULTIPLE BABY DADDIES FOR THE SAME KID!! WTF?!!"

Insta Q&A: If credit card spending is down, why is consumer debt going up? #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #Debt #CreditCardDebt

Talking to someone the other day and they asked what I do.  I told them I was a Financial Advisor and the first follow up was, "Are you a fiduciary?"  That was the first time anyone had asked me that first thing after finding out I'm an Advisor. Told them that was a GREAT question! and, yes I am.

I think I might stick with the "Finfluencers are horrible creatures," for a bit. #MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialInfluencer #FinancialScams

Now, before any misunderstanding, this is NOT just income tax.  This is all taxes...income tax, sales tax, fuel tax, property tax...etc And yes, I agree with you, that is a large amount of our income.  When they started tracking back in 1961, it was 33.5%. #FinancialFactFriday  #Taxes

Insta Q&A: Do you help with mortgages? Short answer: kinda. #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #Mortgages

"Saving money is often associated with sacrifice.  However, you can associate it with freedom rather than limitation if you realize one simple truth: living below your current means increases your future means." ~Atomic Habits by James Clear

Insta Q&A: What was your biggest financial mistake? Golly, there have been so many over the years... #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #FinancialMistake

Then you try to blame Coldplay for the money loss?  Not sure how that works but OK... #MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #FinancialScams #Coldplay #ColdplayKissCam

👏STOP! 👏FALLING! 👏FOR AI! 👏GENERATED! 👏VIDEOS! 👏THAT TELL YOU! 👏TO INVEST! 👏IN CRYPTO!!!!! #FinancialFactFriday #FinancialAdvisor #FinancialAdvice #FinancialEducation #FinancialScams #CryptoScams

Tim Horton's Camp Day: A Thread ⬇️⬇️⬇️ #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #TimHortons #CampDay #TimHortonsCampDay

Got to the gym today and realized I forgot my gym shoes. To cheer myself up, I'm eating ice cream. It's working...I may forget my shoes again tomorrow!

Market volatility can be scary, sure...but if you're invested appropriately, you'll be OK.  Focus on your goals and what you're doing to reach them - not the daily changes in the market. #MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialPlanning #Investing

I think it's funny when conservative voters hate on Carney. In any other timeline, he'd run as a conservative...but, because he's currently wearing red, everything he does is wrong and stupid. Don't complain about policy if all you care about is the jersey.

OSC = Ontario Securities Commission CIRO = Canadian Investment Regulatory Organization Deeper dive on this coming next week. #FinancialFactFriday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation

Not sure who needs to hear this but... You know CPP isn't a "tax", right?

Good ol' Matt Sookram always making me look good! #FinancialAdvisor #FinancialAdvice #FinancialEducation #FinancialPlanning

A bucket list item was checked off last night... I have never been surrounded by so many weirdos at the same time...it was great! #WeirdAlYankovic #BiggerAndWeirder #BucketList

Yes...YES I DO! $2,500...with POTENTIALLY a "top up" of another $2,500 (the top up part is new and not everyone qualifies). AND...it's taxable to the estate of the person who died. There. Now YOU know what it is too 🤙 #FinancialAdvisor #FinancialAdvice #FinancialEducation #CPP #JTMoney #Batman