Plan Smart with Maria

07/15/2026

✨ Happy Wednesday! ✨

A brand-new day means a brand-new opportunity to make smart financial choices for yourself and your family.

Whether you’re planning for retirement, protecting your loved ones, saving for your child’s education, or building a stronger financial future—every small step counts.

Wishing you a productive, positive, and blessed Wednesday! If you have questions about your financial protection or future planning, I’m just a message away.

Plan Smart today. Live with confidence tomorrow. 💙

07/12/2026

A refreshing day at the lake was exactly what my heart needed. ☀️🌊

Now it’s time to refocus and get back to doing what I love—helping individuals and families build a stronger financial future, one smart plan at a time.

Success isn’t just about working hard. It’s about creating a life where you can enjoy moments like these while knowing your future is being taken care of.

Here’s to a productive week ahead! If you’re ready to start planning smarter, I’m here to help. 💙

— Plan Smart with Maria

07/01/2026

Happy Canada Day!

06/28/2026

05/17/2026

Good news 📰❤️

05/16/2026

Your health affects more than just how you feel—it can also impact your financial protection. Regular checkups are a powerful step toward a healthier, more secure future. 💙

05/12/2026

Sunny days are here, and we’re giving you one more reason to dream of your next adventure! ✈️

Enter for a chance to win a $200 Air Canada gift card.

To enter:
– Like this post.
– Tell us in the comments who you’d take on your next getaway!🏝️

The draw will take place on May 25. Good luck to all!

iA Financial Group will never ask you to provide personal information via an internet link to enter this contest.

05/11/2026

� Mother’s Day Web Meeting with Plan Smart with Maria �

Moms and families in Ontario, Alberta, and across Canada—join me for a free online session to get your questions answered about protecting your family’s future. �

Here’s the link:

Topic: � Mother’s Day Web Meeting with Plan Smart with Maria �
Time: May 14, 2026 07:30 PM Edmonton
Join Zoom Meeting
https://us04web.zoom.us/j/9920064136?pwd=CfXei7siZdc8mtjJ6dD5rlzADUTJUe.1&omn=74375134202

Meeting ID: 992 006 4136
Passcode: vRcAK4

05/09/2026

Be careful who you listen to‼️

Not all insurance advice is created equal.

Imagine having a Whole Life policy with Critical Illness coverage for 15 years—a plan designed to provide lifelong protection, living benefits, and long-term security…

Then at age 50, being advised to replace it with a Term policy renewable till age 85 or 95?

That decision should raise important questions:

• What happens to the permanent protection already in place?
• What happens to the critical illness coverage?
• Are you giving up valuable long-term benefits?
• Does starting over at 50 truly serve the client’s best interest?

Replacing an established policy—especially one with both lifelong coverage and critical illness protection—without fully understanding the trade-offs can mean losing years of built value and important financial safeguards.

Insurance is not just about lower premiums today. It’s about protecting your future, preserving what you’ve built, and making informed decisions.

Before making changes, ask:
✔️ What am I losing?
✔️ What am I gaining?
✔️ Does this strategy truly protect me long term?

Because real financial planning should focus on your protection—not just policy replacement.

Educate. Review. Protect.

05/01/2026

Annual check-ups protect our kids’ health—financial check-ups protect their future too. Prevention always matters. Message “INFO” to learn more.