Congratulations on your entry into the workforce!
It’s important to understand that the actions you take today will have a significant impact on your future. Your future trajectory is greatly influenced by every choice you make today.
The good news is that time can be your ally! By following a well-defined plan, statistics are in your favor to achieve all your financial goals.
Together, we will address several key points for your financial stability:
- Developing an Action Plan to pay off debts.
- Subscribing to insurance to ensure your insurability and income regardless of circumstances.
- Utilizing government programs to reduce your taxes and save as much as possible for the purchase of your future home.
- Exploring options available for furthering your education.
- Evaluating possibilities whether to remain employed or start your own business.
- Developing and diversifying your investment portfolio.
- Building savings for a defined project.
No matter the amount of money you hold or your income, don’t hesitate to come see us as soon as possible!
Insurance:
- Life Insurance: Term Life, Whole Life, Universal Life, Participating Life,
No Medical Life Insurance - Critical Illness Insurance: Cancer Program, 4 Illnesses Program, 25 Illnesses Program
- Disability Insurance: Salary Insurance, Credit Insurance, Accident Insurance,
Muscle or Ligament Injury Insurance - Auto Insurance
- Home Insurance
- Travel Insurance
Investments:
- Emergency Fund
- Guaranteed Interest Funds
- Daily Interest Funds
- Tax-Free Savings Account (TFSA)
- TFSA Plus
- Registered Retirement Savings Plan (RRSP), Non-Registered Account
- RRSP Loan, Investment Loan
Insurance and investment products are offered through Industrial Alliance, Insurance and Financial Services Inc.