Samantha Beecroft BMath CFP RRC - Aurora Private Wealth

Samantha Beecroft BMath CFP RRC - Aurora Private Wealth Aurora Private Wealth, CERTIFIED FINANCIAL PLANNER, Owner Mutual funds provided by Sterling Mutuals Inc.

Families and businesses at every stage of their financial lifecycle are presented with challenges and demands that can often benefit from the advice of a knowledgeable professional. My extensive education and experience make it possible for me to provide comprehensive financial assistance to clients beyond what they have normally experienced in the past. I work one-on-one with clients to ensure their needs are met with the personal attention only a dedicated advisor can provide.

Time is your most powerful tool to help build wealth. You'll never have more time than if you start today.
02/22/2022

Time is your most powerful tool to help build wealth. You'll never have more time than if you start today.

Set up your My Account now through the CRA. It can take weeks to get a passcode.
03/20/2020

Set up your My Account now through the CRA. It can take weeks to get a passcode.

07/21/2019
Do you feel like you don't know enough?  You're not alone.
06/11/2019

Do you feel like you don't know enough? You're not alone.

Employer plans, OAS and GIS were the least understood topics

Was your tax refund everything you hoped it would be?  How about your retirement?  Get your questions answered and put a...
04/19/2019

Was your tax refund everything you hoped it would be? How about your retirement? Get your questions answered and put a plan in place for your future.

After years of hard work it became official today.  I am now a CFP!
04/18/2019

After years of hard work it became official today. I am now a CFP!

ON – April 11, 2019 – FP Canada welcomes the Ontario government’s commitment to introduce legislation to protect titles for financial planners and financial advisors in Ontario, as outlined in today’s 2019 provincial Budget. This represents a significant step towards improving consumer prote...

10/01/2018
Worth the read.
08/09/2018

Worth the read.

Life insurance is scary thing to think about but it is an essential part of financial planning. If you own a home, have debt, have kids, or own a business, you should seriously consider life insurance.

Address

31 Giles Boulevard E
Windsor, ON
N9A4B6

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