by Financial Tech Tools | Mar 2, 2023 | Blog, Business Owners, corporate, Family, financial advice, Financial Planning, Retirement, tax
On February 28, 2023, the Alberta Minister of Finance announced Alberta’s 2023 budget. We’ve highlighted the most important things you need to know about this budget.No Changes To Corporate or Personal Tax RatesBudget 2023 does not include any changes to the...
by Financial Tech Tools | Mar 2, 2023 | Blog, Business Owners, corporate, Family, financial advice, Financial Planning, incorporated professionals, Individuals, personal finances, Retirement, tax
On February 28, 2023, the B.C. Minister of Finance announced the province’s 2023 budget. This article highlights the most important things you need to know about this budget.No Changes To Corporate or Personal Tax RatesThere are no changes to the province’s personal...
by Alex Hung | Nov 3, 2019 | Family, Blog, Families, Financial Literacy, Individuals
Download your free Financial Literacy presentation * indicates required First Name * Last Name * Email Address * November is Financial Literacy Month. Did you know that 48% of Canadians say they’ve lost sleep because of financial worries?* Financial stress can...
by angelina | Aug 1, 2019 | Blog, Business Owners, E-Newsletter, Family, Financial Marketing, Financial Planning, Individuals, Lead Generator, social media, Websites
Summer is a great time to work “on” the business, usually client activity is a little quieter and the quietness can help you move towards your goal of growing your business. I’ve spent over 15 years of my career working with advisors and helping them grow their...
by angelina | Apr 15, 2019 | 2019 Only, Blog, Estate Planning, Family, Financial Marketing, Lead Generator, marketing, social media
Let’s face it, social media is totally here to stay, especially LinkedIn. So…the answer to the question “Does a Financial Advisor need to be on LinkedIn?” is a resounding yes. So why does an advisor actually need to be on LinkedIn? Consider these interesting stats...
by angelina | Jan 26, 2018 | Blog, Business Owners, Family, Financial Marketing, Financial Planning, Individuals, Retirement, RRSP, Sales Tools, social media, Websites
When I get started on a website, I always ask the advisor if they have a bio available.. The answer I usually get is.. “No but I’ll write one up-” and then weeks later it doesn’t happen. But that’s okay, it’s hard to write about yourself, especially when you’re trying...
