Multi-Gen Wealth Group

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Canada
Toronto, ON
Multi-Gen Wealth Group

Empowering your financial future. Expert advice for wealth growth & security. Whatever your goals may be, I will
find you the right product to suit your plan.

As a financial security advisor, my goal is to help clients eliminate the obstacles to
their financial dreams. This requires a conversation with clients about where they are
today, where they would like to be tomorrow and building a complete financial security
plan for the future. Through the proven savings, retirement and risk management strategies offered by
Freedom 55 Financial, I can connect y

ou to the diverse shelf of London Life’s brand
of products. I can also offer you the powerful investment technology of Quadrus
Investment Services Ltd., our mutual fund dealer. And should you be in need of specialized
advice, I will connect you with the right person from our team of experts. I graduated from York University with an Honours BA in Social Sciences while working
at Costco. Upon graduating, I entered Costco management, where I worked as a
supervisor for three years. I maintain an active lifestyle through regular participation
in health and fitness programs and by challenging myself in endurance events. My father has been in the financial services industry for 32 years, so I’ve grown to
understand the importance of planning for the future with a strong financial security
plan. I enjoy working with people – as a financial security advisor with Freedom 55
Financial, I have the unique ability to help Canadians achieve financial freedom. As your financial security advisor and investment representative, I can
provide recommendations to meet your needs in the following areas:
• Individual life insurance
• Segregated fund policies, RRSPs and TFSAs
• Payout annuities, RRIFs and LIFs
• Individual disability insurance
• Individual critical illness insurance
• Individual health and dental insurance
• Group insurance and retirement plans
• Mortgages

Quadrus Investment Services Ltd. offers:
• Mutual funds – RESPs, RRSPs, RRIFs, TFSAs and RDSPs

06/21/2024

Ontario teachers with certain chronic conditions are being told that they can only get their medications from their insurance plan’s in-house pharmacy ... OTIP worked with a private company called Cubic Health to set up the in-house pharmacy, called ...

The Ontario College of Pharmacists is set to discuss the OTIP deal at its July 8 board meeting as part of an effort to push back on patient restrictions and what are known as preferred pharmacy networks

06/20/2024

A bank account number, branch number and transit number used by one of Canada’s biggest builders was posted for all to see.

06/17/2024

In an ideal state of personal finance, you have a tax-free savings account filled with investments and a separate savings account for your emergency fund.

A roundup of investment ideas for active investors

05/24/2024

Finally, one of the best ways to maximize your government benefits in Canada is to stay updated with the ever-changing benefit structure. Federal and provincial governments periodically update existing benefits, which could increase your eligible amount. The government may also add new benefits and credits you can apply for.

Get that money 💰

05/22/2024

If you’re hoping to sell assets ahead of the June 25 implementation date for the new capital gains regime, you technically have until 11:59 p.m. local time on June 24 to do so. But waiting until the last minute is a bad idea.

Waiting until the last minute is a bad idea, tax experts say

03/25/2024

Canadians have been travelling to Mexico more and more in recent years and many prefer healthcare in that country.

03/02/2024

“[I’m] mentally stressed figuring out how to help my family survive,” he wrote in the survey. He says he’s not sure if his family will remain in Canada. “If we don’t get PR in the next six months and things don’t change, then we might be ...

There's a growing exodus of immigrants in Canada 🇨🇦

02/27/2024

Experts say group registered retirement savings plans (RRSPs) have risen in popularity as employees are increasingly tasked with retirement planning amid a broader decline in pension activity.

02/15/2024

Gen X racked up the most credit card debt in 2023, according to Experian, at an average of $7,155 per person. As a part of the sandwich generation, these middle-aged adults are more likely to be caring for both their aging parents and their own children, https://ow.ly/l0Fh50QAnrE

02/14/2024

Forty-two per cent of employed Canadians are already looking or plan to look for a new job in 2024, a new survey by Robert Half found.

02/13/2024

Quebec doesn’t observe Family Day as a stat holiday because it celebrates Journée nationale des Patriotes on the Monday before May 23 (the only province in Canada to do so), as well as its Fête nationale du Québec every June 24. Essentially ...

Most Canadian provinces observe the third Monday in February as Family Day, except for good old-fashioned Quebec. This is why.

02/12/2024

In these tough financial times, it can be difficult to know exactly what we should be doing with our money – should we invest? HOW do we invest and how much money do we need? What about retirement? If you have asked yourself a similar question ...

Recent TD survey finds many Canadians lack confidence when it comes to their finances.

Address

7077 Keele Street
Toronto, ON
L4K0B6

Website

http://www.multigenwealth.ca/

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