Sykes Wealth Management

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Canada
Downtown Toronto, ON
Sykes Wealth Management

My team & I help people with their toughest financial problems, with tax and investment planning. /*********/
Raymond James Ltd. is a member of FINRA/SIPC.

Social Media disclaimer: http://bit.ly/1nspoNn
Raymond James (USA) Ltd. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com

09/24/2024

Dollar-Cost Averaging: Your Key to Consistent Investing 📈💰
Ever heard of dollar-cost averaging (DCA) and wondered how it can help you in your investment journey? Let’s break it down:
⏱️ Avoid mistiming the market: Investing a set amount regularly means you're spreading out your investments and reduce the risk of market fluctuations.
😰 Reduce the emotional stress of investing: It helps you avoid the stress of trying to predict market highs and lows, reducing the impact of emotions on your investment choices.
⏳ Think long term: Over time, this approach can help you develop a disciplined habit and help you stay focused on your long-term goals.

DCA is a powerful tool, but passing this by your financial advisor is the best way to ensure it fits your needs. Not sure where to start? 📞Link in bio to Book a Call or Meeting with me

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09/03/2024

⚠️ Advisors can't be miracle workers. Without the right information and documents, we cannot do our jobs.

It’s up to you to be responsible and provide information timely to your advisor when they contact you.

PS. If you're a business owner, answer your CPA when they reach out and be proactive about providing them with your information.

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08/28/2024

Doesn't matter if it's 300 pages or 1 page.

Understanding the plan, why certain things are set in place, and knowing how they help you reach your goals is not the plan, but the conversation with the planner that matters 💭

📞 Ready for that conversation? Link in bio to Book a Call or Meeting with me

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08/16/2024

What is market volatility? How does it affect my finances? Understand finance terminology so it's not just a nodding head to an advisor.

🔄 Share this with a friend who can use the tip.

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08/08/2024

Planning for retirement can feel overwhelming, especially with today's economic uncertainty.

💰 To make things easier to digest, we crunched the numbers on three different scenarios and worked backwards from a goal of $300,000, $1 million or $3 million retirement fund.

📖 Find out what I call the “three strings” people have to pull when it comes to creating a financial plan that includes retirement income.

🔗Read the full article, Link in bio

07/23/2024

Building a secure future from the ground up with Estate Planning. 🏛️ Start planning today for peace of mind tomorrow 🌟

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07/20/2024

Money paid for a professional is money saved in your pocket, an investment in yourself, and peace of mind.

📞Link in bio to Book a Call or Meeting with me

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07/10/2024

A wealth manager is like a coach, making sure you have the right players, in the right position, at the right time.

📞Link in bio to Book a Call or Meeting with me

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07/06/2024

You know the saying don't believe everything you read online... do some homework and find licensed financial advice 📖

📩 Don't know where to start? DM me

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07/04/2024

"I think the biggest indicator [of wealth] will be having the choice to work or not,” Ms. Sykes says. “People are working longer, but they’re also loving their work and wanting to work longer. Having that choice will be huge.” -SS

Five financial experts predict what the future holds for young Canadians and their finances. Read the full article in The Globe and Mail, covered by Alicia Cox Thomson. Link in bio 🔗
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07/02/2024

Our kids — we want to give them the world, but this can lead to financial regret if you don't plan properly.

Swipe on tips to prepare for your "someday" planning ➡️

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06/29/2024

Farming is like finances 👩🏾‍🌾 If you take the right practices, you may see a successful growing season.

📞Link in bio to Book a Call or Meeting with me

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Address

200 King Street W, Suite 1806
Downtown Toronto, ON
M5H4H2

Telephone

+14167984014

Website

http://www.sykeswealthmanagement.ca/, https://linktr.ee/sykeswealthmanagement, https://bit.ly/2G1Bps7, http://www.sykesw

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