It's Only Money

It's Only Money CFP services provided through Safebridge Financial Group
Mutual funds provided through Carte Wealth Management Inc. People do not care about what I do. Who am I?

I am a CFP and these are my personal opinions. They care about why I do it and how it will help them. I am a Certified Financial Planner with Safebridge Financial. I am your financial coach. I help by filtering out the noise and distractions so you make the right decisions. In life, we are bombarded with so many different choices and options. Making the right financial decisions can be difficult a

nd at times complicated. I listen first, because it’s about you, your life and your relationships. I will collaborate with professionals to customize and implement tax-preferred estate and financial planning strategies for you, your family or your company. I will work with you to ensure that your personal, corporate and philanthropic legacy strategies are successful. Why choose me as your Financial Planner? I am a relationship builder. I believe in what I do and I enjoy doing it. I offer you the experience of over 30 professional years. I always bring four special tools; integrity, focus, commitment and adaptability. I will keep you focused on your goals. I will remain committed to your financial success. I will always be aware of your changing needs and ensure that your plan adapts to those needs. I will never tell you what’s “politically correct” but rather I will be honest with you and always tell you the truth. This material is intended for education and training purposes only and is not intended to be, nor should it be construed as, an offer or solicitation for the purchase or sales of any specific securities or financial service. These are hypothetical scenarios are for illustration purposes only and does not present an actual investment for any specific product or service. Actual results may vary substantially from the figures in the example. All rates of return are hypothetical and are not a guarantee of future performance of any asset, including insurance or other financial products. Higher rates of return have been associated with higher volatility. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters. Mutual Funds provided through Carte Wealth Management Inc. Life/Health Insurance and Segregated Funds provided through Qualified Financial Services Inc. Owner/Director - Magid Girgis Financial Services Inc. Member of the Canadian Association of Gift Planners

03/12/2026
Have you experienced feelings of regret related to your finances? If so, you’re not alone. FP Canada’s ninth Financial S...
03/10/2026

Have you experienced feelings of regret related to your finances? If so, you’re not alone.

FP Canada’s ninth Financial Stress Index reveals that many Canadians experience financial regret—and it doesn’t look the same for everyone. For some, the challenge is saving for big purchases; for others, it’s about managing everyday expenses.

As a CERTIFIED FINANCIAL PLANNER professional, I’ve seen how reflecting on past decisions can help Canadians start making progress toward the financial well-being they deserve.

In this article, you’ll learn practical tips for turning financial regret into positive action and improving your financial future. Check it out here: https://www.financialplanningforcanadians.ca/insights-detail/grappling-with-financial-regret--here-s-how-to-overcome-it

Why do you have fear? Is it a lack of understanding, failure, commitment, what people will think? Whatever it is, figure...
01/31/2026

Why do you have fear? Is it a lack of understanding, failure, commitment, what people will think? Whatever it is, figure it out and get your money working for you.

Check out my latest Instagram post. Discipline or Foresight. Battle of the Generations. Listen to my latest podcast on S...
01/28/2026

Check out my latest Instagram post. Discipline or Foresight. Battle of the Generations. Listen to my latest podcast on Spotify - It’s Only Money

There’s good news and bad news…
01/09/2026

There’s good news and bad news…

What an honour to be selected for this award. Thank you to all my colleagues! .
12/27/2025

What an honour to be selected for this award. Thank you to all my colleagues! .

Congratulations Magid on winning the 2025 SafeBridge Together Award.

This award recognizes an individual who truly embodies our core values. At SafeBridge, we believe that our corporate culture and the way we support each other is a driving force in our success. Magid exemplifies this every day—collaborating, mentoring, and uplifting those around him, and helping to foster a culture where teamwork and shared success are at the heart of everything we do.

Join us in celebrating Magid for this well-deserved recognition — we’re proud to have you as part of the SafeBridge family!

12/08/2025
The important 2026 numbers.
12/05/2025

The important 2026 numbers.

Who are your financial architects?
09/26/2025

Who are your financial architects?

09/26/2025
Who are you compounding your money for?
09/24/2025

Who are you compounding your money for?

Tax strategy isn't about finding loopholes—it's about architecting your financial life to legally retain more of what you earn.

Sophisticated tax planning goes beyond annual filing. It involves corporate structuring, tax-efficient investment vehicles, strategic timing of income and deductions, and leveraging assets like life insurance for tax-free growth and transfer.

Every tax dollar saved becomes available for reinvestment, compounding the benefit over time. A $50,000 annual tax savings invested at 6% becomes over $160,000 in twenty years—and that's from just one year's optimization.

The wealthiest families surround themselves with experts who coordinate legal, tax, and financial strategies around unified objectives. They don't just earn money—they architect how they earn, keep, and transfer it.

Intentional tax minimization requires planning, proper tools, and expert guidance. It's not an afterthought—it's foundational to sustainable wealth building.

At SafeBridge Private Wealth, we help families create intentional tax strategies that preserve more wealth for generational building.

Connect with our team to explore how you can systematically optimize your tax structure before the year is through.

416•466•5858
safebridgepw.com

Build. Protect. Multiply. It’s what we do!
09/17/2025

Build. Protect. Multiply. It’s what we do!

Creating wealth and transferring it efficiently each require a unique expertise. Most families excel at accumulation but struggle with preservation.

Wealth transfer goes beyond estate planning—it requires architecting systems that minimize tax erosion, prevent family conflicts, and prepare the next generation for responsibility. Without proper structure, decades of wealth building can disappear through poor planning or family discord.

Strategic families use progressive gift strategies, trust structures, and family governance systems to preserve both capital and relationships. They treat wealth transfer as an ongoing process, not a final event, investing in education and legal frameworks that evolve with changing circumstances.

The strategies that build wealth rarely preserve it without intentional modification. Multi-generational success demands sophisticated planning that most accumulation-focused approaches overlook entirely.

At SafeBridge Private Wealth, we architect wealth transfer strategies that preserve capital and family harmony across generations.

Let's discuss how to plan for your future wealth transfer in the most efficient way.

416•466•5858
safebridgepw.com

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