Sergio C Rodrigues- Wealth Wing Man

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Sergio C Rodrigues- Wealth Wing Man

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Sergio C Rodrigues- Wealth Wing Man, Financial planner, 202-191 Edwards Way SW, Suite 102, Calgary, AB.

Your trusted wealth wingman—here to help you save for retirement, stay insured, and grow your wealth through investments while you travel and live life to the fullest.

“Wealth is about freedom, not just finances.”

06/30/2026

🤔 RRSP or TFSA—which should you contribute to first?

The answer depends on your situation.

✔️ RRSPs can provide a tax deduction today and may be especially valuable if you're in a higher tax bracket.

✔️ TFSAs allow your investments to grow tax-free, and qualifying withdrawals are also tax-free.

There isn't one right answer for everyone. The best choice depends on your income, goals, and future plans.

If you'd like help deciding which account makes the most sense for you, send me a message for a complimentary financial review.

06/29/2026

Will CPP and OAS be enough for your retirement?

Alot of Canadians assume government benefits will fully fund retirement. For alot of people, they cover only part of the income needed to maintain the lifestyle they want.

The great news is you dont have to be wealthy to build a strong plan.
Starting early, consistent contributions, and more importantly the right strategy make a huge difference.

If your wondering if your on track for retirement or if you will have enough to live through retirement.
I offer complimentary financial needs analysis.
Send me a message and let's take a look.

06/19/2026

Come check out our open house Op night you will be happy you did!

06/05/2026

Join us for Portugal Day portuguesesocietyofcalgary Saturday June 6th for all fun things 🇵🇹

Win this amazing “Aperol Spritz Patio Basket” along with many other amazing ones!

See you there

05/30/2026

I don’t just help people achieve financial freedom—I help make goals happen.

From insurance and investments to planning for the future, I’m here to help you take the right steps with confidence.

Whether it’s protecting your family, building wealth, or finally taking that dream vacation you’ve always talked about, the right plan can make it possible.

Let’s turn those goals into reality—together.

05/28/2026

Great seminar night with Canada Life and these superstars I’m lucky to call mentors. Grateful for every opportunity to keep learning, growing, and becoming better for my clients—especially expanding my knowledge in tax and estate planning to better support the families I work with. Thank you for trusting me with your finances and allowing me to be part of your journey toward financial freedom.

05/26/2026

Spring weather is here and football tryouts are on the horizon—it’s the perfect season to get your game plan in place.

Don’t leave your financial future on the sidelines. Let’s talk about protecting your assets, planning ahead, and building a strategy that wins. Contact me today—because every great financial plan starts with the right play call.

04/20/2026

That 3.25% GIC rate might look like a safe bet at first glance, but let’s take a closer look at the math when we factor in the "invisible" costs.
Is Your Money Truly Growing?
If you put $10,000 into a GIC like the one in this image, you’d earn $325 in interest over a year. It feels like a win because the number went up—but did your purchasing power actually increase?
A significant chunk of that $325 could go straight to the government.
If the cost of living rises by 3% or more, that "gain" is almost entirely wiped out. You have more dollars, but those dollars buy the same amount of groceries or gas as they did a year ago.
When you lock your money into a fixed-rate vehicle, you’re trading growth for "safety." While GICs have a place for short-term goals, long-term wealth is rarely built on 3% returns.
Ask Is your money working hard enough to actually get you ahead, or is it just treading water?
There are vehicles designed to outpace inflation and provide better tax efficiency. It might be time to look beyond the "guaranteed" minimum and start looking at real growth.
What’s your strategy for beating inflation this year? Let's chat in the comments!👇

04/15/2026

Let’s face it: money leaves your account every month, doesn’t it? So, it’s not about having money — it’s about where it’s truly going. Most Canadians have $50K+ in unused RRSP room… Not because they can’t save — nobody taught them to start small. $25, $50, $100 — a small step to create momentum (and reduce taxes too). If your RRSP/TFSA isn’t benefiting you right now… or you haven’t begun yet…
Message me, I’ll guide you to make it work.

04/12/2026

Just because you have an RRSP or TFSA… doesn’t mean it’s working the way it should.

Too many people think all accounts are the same they’re not.

That’s like trying to cook steak and potatoes… but using apples and grapes.
You’re putting something in the pan, sure but you’re not getting the meal you actually want.

Your RRSP or TFSA is just the container.
What really matters is what’s inside it, the strategy, the investments, and the plan behind it.

If it’s not set up properly, you could be leaving growth, tax savings, and future income on the table.

Don’t just have an account… make sure it’s doing its job.

If you’re not sure what yours is actually doing that’s where I come in.

Address

202-191 Edwards Way SW, Suite 102
Calgary, AB
T4B3E2

Telephone

+14038305301

Website

https://therealhowmoneyworks.ca/ca/Srodrigues, https://livemore.net/c/Srodrigues, https://calendly.com/sergrod57

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