Doell Financial

03/21/2024

If anything the few years had shown us in the Covid and post Covid era is that there is a lot of uncertainty and instability in today's society and a lot of people are concerned about the future of their health and their finances. This insecurity is further enhanced as we hear stories of people who have passed on suddenly or years earlier than expected and has caused many to re-look at their need for a good life insurance plan and the need to have guarantees on their investments in order to have peace of mind for themselves and for their family's financial futures. If you are interested in a free, no obligation appointment to meet with me and hear about what I can provide to give you some of these guarantees and peace of mind, I would be look forward to a conversation.

I have had my finances invested with Doell financial for a few years and would like to say that I have never had better financial services.

10/31/2022

11/03/2021

"Managing cash flow is about finding a balance between having too much cash at hand, and having too little. Moreover, it means being able to adjust that balance to meet the varying cash needs of the business at different times of the year. What is the best way to build this kind of cash management strategy for a business? You need the help of a professional financial planner."

Why it's important

12/24/2020

On behalf of our team at Doell Financial, we would like to wish you and your family a wonderful Christmas and a very prosperous 2021!! We recognize that this year's celebrations will be different and unique due to the restrictions because of Covid. We encourage you all to focus on the things that do not change and remain constant which is the love of family and friends, and the peace that comes to us through the reason for the season.

It is a great privilege to serve you and your family in your financial planning; a privilege that we do not take lightly. Thank you for placing your trust in us and our services at Doell Financial, and we look forward to taking your plan to another level as we work together in 2021.

Happy Holidays!!

07/01/2020

🇨🇦 Happy Canada Day to you and yours! 🇨🇦

Our encouragement to you today is to get out and enjoy the sun, get active and be intentional with those around you!

03/24/2020

Our last desire in posting this article is to come across as tone-deaf to the greater ordeals humanity is currently facing, but if this article alleviates even a little bit of stress for those who were wondering the same thing as some of our clients we have talked to in the past couple of days have, we will have done our jobs.

During this unprecedented time of pandemic, people are asking important questions and demand authentic answers... We're here to help!

03/10/2020

The markets are feeling the effects of the Coronavirus and the uncertainties accompanying it.

In these unstable markets, this Segregated Fund product is a good fit to safeguard your RRSP's, RRIF's, and LIRA's; accounts that you have worked hard to build up over the course of your lifetime.

02/25/2020

A common misconception is that only multimillionaires benefit from the services of a financial planner, but the truth is many people will find value in the advice of a financial expert.

“There is no changing the future, without disturbing the present” -Katherine Booth

What can a financial planner do for you?

11/14/2019

It's becoming more and more known that the Mortgage Insurance provided through your bank is not ideal... Why?

1) You pay the same premium for a declining benefit

(w/ individual life insurance you pay the same premium for a level benefit)

2) Underwriting (medical history) isn't looked at until time of death at the bank so they can deny your claim even though you've been paying premiums the entire duration of your amortization period.

(w/ individual life insurance, underwriting is done BEFORE you are approved for coverage so there are no surprises at the time of claim)

3) Mortgage insurance is oftentimes more expensive than individual life insurance.

4) With Mortgage insurance through your bank, the beneficiary is the bank. You don't get a choice in the matter.

(w/ individual life insurance, YOU have the freedom of choosing WHO you want to designate as your beneficiary)

We place a high value on relationships in our advisor-client business but we also realize that people don't always have the time to meet with us face-to-face to discuss their options.

Our new tool helps you run your own quote quick and easily so you can compare what you are paying right now to what you could be paying instead. Try it out! Click the link below!

Better Mortgage Insurance covers your loved ones should the unexpected happen. You can use it with any bank, your coverage doesn’t shrink as you pay off your mortgage, and your family receives the payout, not the bank. Learn more...

10/30/2019

Not sure where your money is really invested at the bank?

Has your portfolio taken a hit?

Consider Segregated Funds.

09/11/2019

LADIES!

We are hosting a Women in Wealth seminar on Wednesday, September 24th in the evening from 6:30 - 8:00p.m.

Items of discussion will include; Common Goals, Concerns, and Challenges for Women; How success comes at a price; Solutions for Financial Success. Space is limited so please rsvp at your earliest opportunity.

Date: Tuesday, September 24, 2019

Time: 6:30 - Registration and Refreshments
7:00 - Presentation
7:45 - Wrap up & Questions

Venue: 1302 8th Street East - First Floor

Please reply by Sept. 18th by calling Jana at 306-668-8831 or by email [email protected]

Welcome to DOELL Financial. Our desire is that you and your family achieve the Financial Fulfillment that everyone deserves to have at whatever stage you may be at on your Life Journey.

08/28/2019

Does Guaranteed Income for Life sound appealing to you? Talk to us about Empire Life's Class Plus 3.0 to gameplan for your future.